Filed April 21, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $70,000 |
STANDARD RETIREMENT SERVICES10+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $58,850 |
REGIONS BANK4 years Service code 15 · EIN 63-0371391 | Recordkeeping | $52,436 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 22-3361201 | Investment Management | $30,932 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $26,250 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $0 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 8.00% | 5.87%+2.1pp | 6.70%+1.3pp | 7.65%+0.3pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |