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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $8,303 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,284 | $72,639-73.5% | $90,766-78.8% | $66,949-71.2% |
| Participation rate | 80.5% | 73.7%+6.8pp | 75.7%+4.8pp | 69.8%+10.7pp |
| Annual return | -11.49% | -12.28%+0.8pp | -12.16%+0.7pp | 1.57%-13.1pp |
| Employer contribution / active EE | $1,288 | $2,369-45.6% | $2,922-55.9% | $2,545-49.4% |
| Participant deferral / active EE | $1,812 | $3,979-54.5% | $4,565-60.3% | $4,239-57.3% |
| Admin fee / account holder | $163 | $708-77.0% | $8,446-98.1% | $594-72.6% |