Filed February 26, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $327,344 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 · EIN 04-3200030 | Investment Management | $100,907 |
REGIONS BANK3+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $70,526 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INV. SRV., INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $64,167 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $28,126 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 | Accounting | $10,250 |
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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 14.98% | 13.43%+1.5pp | 337.46%-322.5pp | 17.84%-2.9pp |
| Employer contribution / active EE | $10,248 | $21,964-53.3% | $20,191-49.2% | $14,688-30.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |