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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $12,945 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,103 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $10,889 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,255 | $71,142-67.3% | $119,634-80.6% | $64,824-64.1% |
| Participation rate | 87.9% | 78.6%+9.3pp | 79.3%+8.7pp | 71.5%+16.4pp |
| Annual return | -13.50% | -10.01%-3.5pp | -14.98%+1.5pp | 32.84%-46.3pp |
| Employer contribution / active EE | $1,087 | $2,497-56.5% | $4,232-74.3% | $2,507-56.7% |
| Participant deferral / active EE | $3,316 | $4,490-26.1% | $5,601-40.8% | $4,311-23.1% |
| Admin fee / account holder | $92 | $162-43.0% | $10,329-99.1% | $188-50.8% |