Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2230064 | Actuarial | $298,553 |
REGIONS BANK6+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $268,289 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $113,340 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $49,502 |
GLENMEDE TRUST CO.3 years Service code 28 · EIN 51-0390823 | Investment Management | $41,492 |
SUNTRUST BANKS, INC.4 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 · EIN 63-1057974 | Investment Management | $30,431 |
WARREN AVERETT, LLC6+ years Service code 10 · EIN 63-1239864 | Accounting | $23,500 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $9,141 |
ALIGHT SOLUTIONS LLC1 year Service code 28 · EIN 82-1061233 | Investment Management | $6,600 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.39% | 9.48%+6.9pp | 9.52%+6.9pp | 12.86%+3.5pp |
| Employer contribution / active EE | $24,059 | $12,808+87.8% | $41,951-42.6% | $13,687+75.8% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |