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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Service code 27 P.O. BOX 2527 · MOBILE, AL 36652 | Advisory (Plan) | $24,163 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,166 | $63,924+12.9% | $108,582-33.5% | $55,167+30.8% |
| Participation rate | 84.0% | 74.3%+9.7pp | 79.6%+4.4pp | 69.0%+15.0pp |
| Annual return | 4.07% | 15.31%-11.2pp | -51.70%+55.8pp | 169.23%-165.2pp |
| Employer contribution / active EE | $1,173 | $1,879-37.6% | $3,758-68.8% | $1,963-40.2% |
| Participant deferral / active EE | $2,822 | $3,067-8.0% | $4,311-34.5% | $3,054-7.6% |
| Admin fee / account holder | $261 | $618-57.8% | $7,645-96.6% | $504-48.3% |