Filed November 14, 2002
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 |
|---|---|---|
REGIONS BANK2+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 25 · EIN 63-0589368 | Directed Trustee | $18,462 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $17,335 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 | Other Services | $22 |
Filed as: MESIROW FINANCIAL INVESTMENT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,717 | $76,551+6.7% | $123,894-34.0% | $62,881+30.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.35% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,656 | $2,882-42.5% | $4,617-64.1% | $2,281-27.4% |
| Participant deferral / active EE | $4,132 | $4,840-14.6% | $5,984-30.9% | $3,203+29.0% |
| Admin fee / account holder | $117 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |