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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,907 |
REGIONS BANK8 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $23,354 |
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 | $22,755 | $91,372-75.1% | $130,045-82.5% | $74,460-69.4% |
| Participation rate | 88.0% | 77.8%+10.2pp | 78.5%+9.5pp | 70.7%+17.2pp |
| Annual return | 15.56% | 23.21%-7.7pp | -137.30%+152.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,506 | $2,563-41.2% | $4,321-65.1% | $2,638-42.9% |
| Participant deferral / active EE | $2,294 | $4,721-51.4% | $5,820-60.6% | $4,530-49.3% |
| Admin fee / account holder | $139 | $283-51.1% | $10,600-98.7% | $348-60.1% |