Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK9+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $445,374 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2230064 | Actuarial | $420,509 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $160,131 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084397 | Accounting | $26,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 6.05% | 8.84%-2.8pp | 12.68%-6.6pp | 9.11%-3.1pp |
| Employer contribution / active EE | $35,751 | $8,705+310.7% | $41,626-14.1% | $12,231+192.3% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |