Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $860,515 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 80-6236294 | Investment Management | $262,304 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $173,462 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $82,059 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $71,656 |
WARREN AVERETT, LLC3+ years Service code 10 · EIN 63-1239864 | Accounting | $21,000 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MANAGEMENT Service code 28 · EIN 63-1057974 | Investment Management | $17,369 |
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 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.82% | 12.92%+0.9pp | 10.36%+3.5pp | 17.84%-4.0pp |
| Employer contribution / active EE | $0 | $14,070-100.0% | $37,738-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |