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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $0 |
REGIONS BANK2+ years Service code 21 · EIN 63-0371391 | Bank Trustee | $0 |
SELECT EQUITY GROUP, L.P.2+ years Filed as: SELECT EQUITY GROUP, INC. Service code 28 · EIN 13-3669571 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 9.98% | 9.41%+0.6pp | 5.00%+5.0pp | 9.19%+0.8pp |
| Employer contribution / active EE | $2,026 | $8,353-75.7% | $35,918-94.4% | $12,608-83.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |