Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $1,304,125 |
CADENCE BANK2 years Service code 21 · EIN 64-0117230 | Bank Trustee | $62,950 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,775 |
Participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 17.62% | 5.48%+12.1pp | 9.82%+7.8pp | 9.30%+8.3pp |
| Employer contribution / active EE | $7,711 | $9,127-15.5% | $30,322-74.6% | $12,551-38.6% |
| Participant deferral / active EE | $185 | $999-81.5% | $66+179.6% | $2,867-93.5% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |