Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK7+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $405,404 |
AON CONSULTING4 years Service code 11 · EIN 22-2230064 | Actuarial | $299,326 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $116,629 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $55,709 |
SUNTRUST BANKS, INC.5 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 · EIN 63-1057974 | Investment Management | $26,396 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 5.88% | 12.07%-6.2pp | 8.95%-3.1pp | 15.63%-9.7pp |
| Employer contribution / active EE | $20,931 | $9,481+120.8% | $46,559-55.0% | $11,476+82.4% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |