Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 43-6334070 | Securities Custodian | $51,961 |
COLUMBIA3+ years Filed as: COLUMBIA MGMT INV ADV Service code 27 P.O. BOX 8081 · BOSTON, MA 022668081 | Advisory (Plan) | $43,542 |
DIAMOND HILL3+ years Service code 27 · EIN 65-0190407 | Advisory (Plan) | $40,099 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $30,852 |
COCHRAN HEAD VICK & CO., P.C.3+ years Filed as: COCHRAN HEAD VICK & CO PC Service code 10 · EIN 48-1028532 | Accounting | $26,400 |
Filed as: RAYMOND JAMES Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $25,790 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL MANAGEMENT Service code 27 · EIN 42-1658828 | Advisory (Plan) | $15,720 |
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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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 15.85% | 18.28%-2.4pp | 10.53%+5.3pp | 13.95%+1.9pp |
| Employer contribution / active EE | $6,204 | $11,746-47.2% | $29,360-78.9% | $16,598-62.6% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |