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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $14,842 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,101 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,416 | $45,000-61.3% | $143,757-87.9% | $77,904-77.6% |
| Participation rate | 2.8% | 66.8%-64.0pp | 80.3%-77.5pp | 73.7%-70.9pp |
| Annual return | -21.86% | 29.03%-50.9pp | -0.04%-21.8pp | 12.21%-34.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $60 | $3,157-98.1% | $5,637-98.9% | $4,806-98.8% |
| Admin fee / account holder | $139 | $98+41.5% | $14,673-99.1% | $133+5.1% |