Filed February 26, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $323,322 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $310,358 |
REGIONS BANK6+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $98,780 |
WARREN AVERETT, LLC5 years Service code 10 · EIN 45-4084437 | Accounting | $11,500 |
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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 18.41% | 11.99%+6.4pp | 10.57%+7.8pp | 12.86%+5.5pp |
| Employer contribution / active EE | $6,856 | $6,238+9.9% | $18,335-62.6% | $13,687-49.9% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |