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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $10,006 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,547 | $29,369-43.7% | $77,552-78.7% | $73,412-77.5% |
| Participation rate | 23.1% | 37.9%-14.9pp | 54.2%-31.1pp | 72.2%-49.1pp |
| Annual return | 12.78% | 358.15%-345.4pp | 54.82%-42.0pp | 59.30%-46.5pp |
| Employer contribution / active EE | $94 | $406-76.7% | $987-90.4% | $2,234-95.8% |
| Participant deferral / active EE | $397 | $941-57.8% | $1,861-78.7% | $3,806-89.6% |
| Admin fee / account holder | $109 | $123-11.1% | $2,859-96.2% | $158-30.9% |