Filed August 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $23,240 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,702 | $44,425+23.1% | $67,834-19.4% | $55,167-0.8% |
| Participation rate | 53.2% | 59.7%-6.5pp | 68.8%-15.6pp | 69.0%-15.8pp |
| Annual return | 9.02% | 17.80%-8.8pp | 138.47%-129.4pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,092 | $1,351-19.2% | $2,403-54.6% | $1,963-44.4% |
| Participant deferral / active EE | $3,305 | $2,166+52.6% | $3,160+4.6% | $3,054+8.2% |
| Admin fee / account holder | $211 | $530-60.3% | $4,622-95.4% | $504-58.2% |