Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BPS&M1+ years Service code 11 · EIN 62-0853448 | Actuarial | $43,813 |
DIVERSIFIED TRUST COMPANY1+ years Service code 21 · EIN 62-1554452 | Bank Trustee | $35,463 |
REGIONS BANK1+ years Service code 25 · EIN 63-0371391 | Directed Trustee | $23,374 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | -4.04% | 2.73%-6.8pp | 1.69%-5.7pp | 4.56%-8.6pp |
| Employer contribution / active EE | $7,222 | $13,500-46.5% | $24,295-70.3% | $15,526-53.5% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |