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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK8 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $14,054 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,329 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,770 | $50,151-60.6% | $149,696-86.8% | $80,157-75.3% |
| Participation rate | 2.0% | 64.3%-62.2pp | 78.8%-76.7pp | 72.9%-70.9pp |
| Annual return | 17.29% | 29.80%-12.5pp | 134.46%-117.2pp | 40.39%-23.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $27 | $3,194-99.2% | $5,682-99.5% | $5,015-99.5% |
| Admin fee / account holder | $117 | $153-23.7% | $13,212-99.1% | $145-19.6% |