Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BPS&M2+ years Service code 11 · EIN 62-0853448 | Actuarial | $62,409 |
DIVERSIFIED TRUST COMPANY2+ years Service code 21 · EIN 62-1554452 | Bank Trustee | $35,584 |
REGIONS BANK2+ years Service code 25 · EIN 63-0371391 | Directed Trustee | $23,805 |
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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 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 7.47% | 10.61%-3.1pp | 9.35%-1.9pp | 10.41%-2.9pp |
| Employer contribution / active EE | $10,822 | $8,724+24.0% | $25,504-57.6% | $14,691-26.3% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |