Filed February 26, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $227,285 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $87,735 |
REGIONS BANK5+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $84,635 |
WARREN AVERETT, LLC4 years Service code 10 · EIN 45-4084437 | Accounting | $11,000 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $9,895 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INV. SRV., INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $5,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 24.09% | 16.64%+7.5pp | -100.31%+124.4pp | 21.83%+2.3pp |
| Employer contribution / active EE | $8,154 | $7,557+7.9% | $18,686-56.4% | $12,237-33.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |