Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $746,063 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $282,587 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 80-6236294 | Investment Management | $280,520 |
AON CONSULTING1 year Service code 11 · EIN 22-2230064 | Actuarial | $238,336 |
GLENMEDE TRUST CO.1 year Service code 28 · EIN 51-0390823 | Investment Management | $191,727 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $86,129 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $44,799 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 · EIN 63-1057974 | Investment Management | $25,821 |
WARREN AVERETT, LLC4+ years Service code 10 · EIN 63-1239864 | Accounting | $17,500 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.13% | -0.94%-3.2pp | -2.18%-1.9pp | 33.37%-37.5pp |
| Employer contribution / active EE | $21,974 | $12,464+76.3% | $38,751-43.3% | $11,253+95.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |