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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 27 · EIN 35-1151034 | Advisory (Plan) | $35,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,606 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,071 | $57,096-54.3% | $94,229-72.3% | $55,191-52.8% |
| Participation rate | 78.3% | 75.7%+2.6pp | 78.8%-0.5pp | 69.2%+9.1pp |
| Annual return | -0.64% | 159.65%-160.3pp | 10.68%-11.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $373 | $1,708-78.2% | $3,587-89.6% | $1,899-80.4% |
| Participant deferral / active EE | $2,475 | $3,165-21.8% | $4,320-42.7% | $3,046-18.8% |
| Admin fee / account holder | $71 | $89-20.2% | $6,269-98.9% | $91-21.6% |