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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $85,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,978 |
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 | $99,386 | $100,801-1.4% | $149,751-33.6% | $73,415+35.4% |
| Participation rate | 82.0% | 77.7%+4.3pp | 82.5%-0.5pp | 72.2%+9.8pp |
| Annual return | 20.64% | 265.34%-244.7pp | 276.71%-256.1pp | 59.30%-38.7pp |
| Employer contribution / active EE | $2,597 | $3,312-21.6% | $4,646-44.1% | $2,234+16.3% |
| Participant deferral / active EE | $8,450 | $6,404+31.9% | $6,843+23.5% | $3,806+122.0% |
| Admin fee / account holder | $156 | $181-13.7% | $9,312-98.3% | $158-1.2% |