Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK10+ years Service code 19 · EIN 63-0589368 | Securities Custodian | $846,090 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2230064 | Actuarial | $279,255 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $138,052 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084397 | Accounting | $29,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -0.74% | 5.34%-6.1pp | 9.17%-9.9pp | 9.30%-10.0pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |