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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $12,044 |
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 | $27,692 | $69,477-60.1% | $94,679-70.8% | $71,495-61.3% |
| Participation rate | 58.2% | 78.4%-20.2pp | 80.8%-22.6pp | 67.9%-9.7pp |
| Annual return | 20.07% | 29.66%-9.6pp | 156.75%-136.7pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,300 | $2,853-54.4% | $3,673-64.6% | $2,589-49.8% |
| Participant deferral / active EE | $2,217 | $7,345-69.8% | $7,417-70.1% | $4,291-48.3% |
| Admin fee / account holder | $145 | $1,210-88.0% | $7,233-98.0% | $1,588-90.9% |