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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $16,316 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,784 |
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.
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 | $19,070 | $47,456-59.8% | $172,752-89.0% | $77,775-75.5% |
| Participation rate | 4.1% | 66.3%-62.2pp | 82.6%-78.6pp | 73.2%-69.1pp |
| Annual return | 20.89% | 35.57%-14.7pp | 802.97%-782.1pp | 32.58%-11.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $82 | $2,560-96.8% | $5,198-98.4% | $3,966-97.9% |
| Admin fee / account holder | $185 | $81+128.4% | $13,955-98.7% | $100+84.5% |