Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Service code 11 · EIN 62-0853448 | Actuarial | $51,147 |
DIVERSIFIED TRUST COMPANY3+ years Service code 21 · EIN 62-1554452 | Bank Trustee | $37,976 |
REGIONS BANK3+ years Service code 25 · EIN 63-0371391 | Directed Trustee | $25,953 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 5.71% | 1.95%+3.8pp | -0.33%+6.0pp | 10.56%-4.9pp |
| Employer contribution / active EE | $140,956 | $13,608+935.9% | $25,782+446.7% | $13,643+933.2% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |