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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,856 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $13,878 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,971 | $37,213-62.5% | $156,549-91.1% | $63,975-78.2% |
| Participation rate | 7.5% | 65.0%-57.4pp | 84.0%-76.5pp | 71.1%-63.6pp |
| Annual return | 10.09% | 47.89%-37.8pp | 32.23%-22.1pp | 48.65%-38.6pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $133 | $2,070-93.6% | $4,871-97.3% | $3,356-96.0% |
| Admin fee / account holder | $145 | $56+157.6% | $13,027-98.9% | $70+106.0% |