Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Service code 11 · EIN 62-0853448 | Actuarial | $52,200 |
REGIONS BANK4+ years Service code 25 · EIN 63-0371391 | Directed Trustee | $41,668 |
DIVERSIFIED TRUST COMPANY4+ years Service code 21 · EIN 62-1554452 | Bank Trustee | $36,947 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.
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 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 | $38,077-100.0% | $143,222-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 57.6%-57.6pp | 13.0%-13.0pp |
| Annual return | 0.29% | 8.86%-8.6pp | 8.97%-8.7pp | 13.59%-13.3pp |
| Employer contribution / active EE | $0 | $8,919-100.0% | $37,026-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $774-100.0% | $1,023-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,716-100.0% | $2,546-100.0% | $29,657-100.0% |