Filed December 29, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,066 |
REGIONS BANK10+ years Service code 61 · EIN 63-0371391 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,900 | $96,782-82.5% | $140,514-88.0% | $69,255-75.6% |
| Participation rate | 49.7% | 81.0%-31.3pp | 77.8%-28.1pp | 69.0%-19.3pp |
| Annual return | 9.34% | 11.56%-2.2pp | 14.36%-5.0pp | 26.73%-17.4pp |
| Employer contribution / active EE | $245 | $3,063-92.0% | $3,378-92.7% | $2,645-90.7% |
| Participant deferral / active EE | $1,205 | $4,233-71.5% | $4,919-75.5% | $2,890-58.3% |
| Admin fee / account holder | $38 | $275-86.2% | $13,697-99.7% | $733-94.8% |