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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 27 · EIN 63-0371391 | Advisory (Plan) | $28,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,244 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,619 | $78,707+29.1% | $117,861-13.8% | $70,126+44.9% |
| Participation rate | 99.0% | 73.2%+25.8pp | 79.7%+19.3pp | 69.5%+29.4pp |
| Annual return | 14.53% | 23.30%-8.8pp | 335.11%-320.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $5,403 | $2,223+143.0% | $3,786+42.7% | $2,343+130.6% |
| Participant deferral / active EE | $4,889 | $3,297+48.3% | $4,482+9.1% | $3,332+46.7% |
| Admin fee / account holder | $290 | $5,066-94.3% | $8,021-96.4% | $4,645-93.8% |