Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $16,764 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,697 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,147 | $45,382-66.6% | $154,108-90.2% | $75,289-79.9% |
| Participation rate | 5.2% | 65.9%-60.7pp | 83.0%-77.9pp | 72.4%-67.2pp |
| Annual return | -6.95% | -0.47%-6.5pp | 735.21%-742.2pp | -0.04%-6.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $109 | $2,384-95.4% | $5,081-97.9% | $3,739-97.1% |
| Admin fee / account holder | $178 | $89+99.4% | $13,411-98.7% | $102+74.1% |