Filed November 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Filed as: REGIONS Service code 21 250 RIVERCHASE PARKWAY, 4TH FLOOR · BIRMINGHAM, AL 35244 | Bank Trustee | $72,617 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 4.69% | 7.94%-3.3pp | 9.78%-5.1pp | 11.84%-7.1pp |
| Employer contribution / active EE | $43,931 | $42,390+3.6% | $46,889-6.3% | $17,339+153.4% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |