Filed March 26, 2019
Total covered: 45 employees
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Service code 21 · EIN 63-0371391 | Bank Trustee | $6,767 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,662 | $185,342+47.1% | $111,319+144.9% | $86,828+214.0% |
| Participation rate | 98.1% | 81.0%+17.1pp | 77.3%+20.7pp | 72.3%+25.8pp |
| Annual return | 18.54% | 500.80%-482.3pp | 54.68%-36.1pp | 97.95%-79.4pp |
| Employer contribution / active EE | $32,429 | $2,246+1343.8% | $2,732+1087.1% | $2,406+1247.7% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $22 | $255-91.4% | $7,966-99.7% | $170-87.0% |