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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $15,798 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,716 | $79,089-61.2% | $100,392-69.4% | $74,459-58.7% |
| Participation rate | 65.3% | 79.4%-14.2pp | 81.5%-16.2pp | 67.2%-1.9pp |
| Annual return | 15.28% | 20.61%-5.3pp | 49.45%-34.2pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $1,401 | $3,015-53.5% | $3,941-64.5% | $2,626-46.6% |
| Participant deferral / active EE | $2,291 | $7,747-70.4% | $8,090-71.7% | $4,350-47.3% |
| Admin fee / account holder | $158 | $1,336-88.2% | $7,904-98.0% | $1,945-91.9% |