Filed May 19, 1998
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $470,050 |
MCDERMOTT WILL & EMERY LLP2 years Service code 29 · EIN 36-1453176 | Legal | $53,945 |
REGIONS BANK8+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 15 · EIN 63-6129301 1901 SIXTH AV., NORTH · BIRMINGHAM, AL 35203 | Recordkeeping | $48,476 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS PARTNERS, LLC Service code 17 130 TURNER STREET BLDG 3 · WALTHAM, MA 02453 | Pension Consulting | $9,500 |
FGMK, LLC1 year Service code 10 · EIN 36-2929601 | Accounting | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.5%-44.5pp |
| Annual return | -12.17% | -10.20%-2.0pp | -2.63%-9.5pp | -14.65%+2.5pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,813-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,582-100.0% |