Filed February 26, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $362,881 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $343,926 |
REGIONS BANK10+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $107,948 |
WARREN AVERETT, LLC9 years Service code 10 · EIN 45-4084437 | Accounting | $15,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.00% | 6.42%-5.4pp | 8.92%-7.9pp | 9.30%-8.3pp |
| Employer contribution / active EE | $0 | $10,547-100.0% | $24,457-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |