Filed February 26, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $330,283 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 · EIN 04-3200030 | Investment Management | $91,842 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INV. SRV., INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $81,725 |
REGIONS BANK1+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $60,121 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $29,201 |
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 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -2.29% | -1.77%-0.5pp | -0.97%-1.3pp | 1.67%-4.0pp |
| Employer contribution / active EE | $4,853 | $14,084-65.5% | $22,441-78.4% | $10,506-53.8% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |