Filed November 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 15 · EIN 63-0371319 | Recordkeeping | $128,048 |
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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 | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -1.22% | -1.30%+0.1pp | -1.68%+0.5pp | -7.14%+5.9pp |
| Employer contribution / active EE | $36,018 | $17,978+100.3% | $44,959-19.9% | $14,613+146.5% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |