Filed February 26, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $268,508 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 · EIN 04-3200030 | Investment Management | $99,241 |
REGIONS BANK2+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $64,614 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INV. SRV., INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $58,333 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $20,000 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $19,017 |
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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 9.65% | 13.53%-3.9pp | 18.87%-9.2pp | 9.19%+0.5pp |
| Employer contribution / active EE | $6,365 | $18,999-66.5% | $19,828-67.9% | $12,608-49.5% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |