Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $62,082 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $59,317 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $35,751 |
BB&T2 years Service code 21 · EIN 56-1074313 | Bank Trustee | $21,187 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $8,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -6.43% | -2.68%-3.8pp | 12.68%-19.1pp | -0.69%-5.7pp |
| Employer contribution / active EE | $6,406 | $18,045-64.5% | $22,860-72.0% | $16,786-61.8% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |