Filed November 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS Service code 21 250 RIVERCHASE PARKWAY, 4TH FLOOR · BIRMINGHAM, AL 35244 | Bank Trustee | $57,703 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 11.49% | 6915.14%-6903.7pp | 380.71%-369.2pp | 627.08%-615.6pp |
| Employer contribution / active EE | $62,497 | $39,618+57.8% | $45,089+38.6% | $18,824+232.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |