Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $1,084,653 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $350,614 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $190,671 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $149,680 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 80-6236294 | Investment Management | $81,550 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-3200244 | Investment Management | $68,965 |
WARREN AVERETT, LLC2+ years Service code 10 · EIN 45-4084437 | Accounting | $21,000 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 19 · EIN 94-3112180 | Securities Custodian | $16,545 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.71% | 6.13%+0.6pp | 4.74%+2.0pp | 9.19%-2.5pp |
| Employer contribution / active EE | $14,488 | $10,206+42.0% | $36,089-59.9% | $12,608+14.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |