Filed June 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $2,848,370 |
CADENCE BANK3 years Service code 21 · EIN 64-0117230 | Bank Trustee | $121,693 |
FORVIS, LLP3 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $28,665 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $312,448-100.0% | $297,102-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.4%-35.4pp | 34.7%-34.7pp |
| Annual return | -1.56% | 7.80%-9.4pp | 7.91%-9.5pp | 12.28%-13.8pp |
| Employer contribution / active EE | $0 | $30,768-100.0% | $29,328-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $17-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $11,723-100.0% | $10,077-100.0% | $47,656-100.0% |