Filed March 26, 2019
Total covered: 45 employees
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Service code 21 · EIN 63-0371391 | Bank Trustee | $12,898 |
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 | $291,179 | $72,303+302.7% | $86,717+235.8% | $64,829+349.2% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.5pp | 71.5%+26.6pp |
| Annual return | 54.55% | 392.77%-338.2pp | 35.97%+18.6pp | 32.85%+21.7pp |
| Employer contribution / active EE | $17,433 | $2,393+628.5% | $2,837+514.5% | $2,507+595.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $29 | $174-83.5% | $7,494-99.6% | $188-84.7% |