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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $77,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,340 |
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 | $80,908 | $88,122-8.2% | $141,200-42.7% | $67,584+19.7% |
| Participation rate | 82.6% | 76.5%+6.1pp | 82.5%+0.1pp | 71.3%+11.3pp |
| Annual return | 30.08% | 75.40%-45.3pp | 71.41%-41.3pp | 378.59%-348.5pp |
| Employer contribution / active EE | $2,165 | $3,224-32.9% | $4,736-54.3% | $2,148+0.8% |
| Participant deferral / active EE | $6,922 | $5,958+16.2% | $6,710+3.2% | $3,540+95.6% |
| Admin fee / account holder | $165 | $131+26.3% | $10,265-98.4% | $142+16.2% |