Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK5+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $753,573 |
AON CONSULTING2 years Service code 11 · EIN 22-2230064 | Actuarial | $260,085 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $237,226 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 80-6236294 | Investment Management | $198,187 |
GLENMEDE TRUST CO.2 years Service code 28 · EIN 51-0390823 | Investment Management | $197,976 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $83,347 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $56,319 |
SUNTRUST BANKS, INC.3 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 · EIN 63-1057974 | Investment Management | $30,429 |
WARREN AVERETT, LLC5+ years Service code 10 · EIN 63-1239864 | Accounting | $23,500 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 18.18% | 14.29%+3.9pp | 14.64%+3.5pp | 21.83%-3.6pp |
| Employer contribution / active EE | $6,219 | $12,083-48.5% | $41,831-85.1% | $12,237-49.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |