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 ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $70,000 |
STANDARD RETIREMENT SERVICES8+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $46,250 |
REGIONS BANK2 years Service code 15 · EIN 63-0371391 | Recordkeeping | $40,715 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 22-3361201 | Investment Management | $26,162 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $24,000 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $0 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -16.08% | -15.49%-0.6pp | -4.80%-11.3pp | 39.77%-55.8pp |
| Employer contribution / active EE | $4,902 | $9,399-47.8% | $30,897-84.1% | $19,959-75.4% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |