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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $0 |
REGIONS BANK3+ years Service code 21 · EIN 63-0371391 | Bank Trustee | $0 |
SELECT EQUITY GROUP, L.P.3+ 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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 11.48% | 26.60%-15.1pp | 10.16%+1.3pp | 17.84%-6.4pp |
| Employer contribution / active EE | $571 | $7,232-92.1% | $33,192-98.3% | $14,688-96.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |