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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,743 |
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $24,742 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,036 | $71,142-73.2% | $119,622-84.1% | $64,819-70.6% |
| Participation rate | 94.3% | 78.6%+15.7pp | 79.3%+15.0pp | 71.5%+22.8pp |
| Annual return | -15.53% | -10.01%-5.5pp | -14.98%-0.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $1,274 | $2,497-49.0% | $4,232-69.9% | $2,507-49.2% |
| Participant deferral / active EE | $2,334 | $4,490-48.0% | $5,601-58.3% | $4,311-45.9% |
| Admin fee / account holder | $114 | $162-29.6% | $10,328-98.9% | $188-39.3% |