Filed February 26, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $270,478 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $260,028 |
REGIONS BANK7+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $121,447 |
WARREN AVERETT, LLC6 years Service code 10 · EIN 45-4084437 | Accounting | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 10.16% | 8.42%+1.7pp | 11.38%-1.2pp | 15.63%-5.5pp |
| Employer contribution / active EE | $9,863 | $5,390+83.0% | $18,467-46.6% | $11,476-14.1% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |