Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Filed as: REGIONS MORGAN KEEGAN TRUST Service code 21 · EIN 63-0371391 1901 6TH AV NORTH, 4TH FLOOR · BIRMINGHAM, AL 35203 | Bank Trustee | $11,537 |
ASCENSUS LLC2+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $5,300 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,311 | $42,546-2.9% | $71,796-42.5% | $55,167-25.1% |
| Participation rate | 25.2% | 59.1%-33.9pp | 69.1%-43.9pp | 69.0%-43.8pp |
| Annual return | 12.12% | 12.36%-0.2pp | 78.04%-65.9pp | 169.23%-157.1pp |
| Employer contribution / active EE | $219 | $803-72.8% | $1,924-88.6% | $1,963-88.9% |
| Participant deferral / active EE | $556 | $2,064-73.1% | $2,794-80.1% | $3,054-81.8% |
| Admin fee / account holder | $237 | $650-63.6% | $4,815-95.1% | $504-53.1% |