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| Provider | Service type | Compensation |
|---|---|---|
CAPSOUTH PARTNERS1 year Service code 55 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Other Commissions | $11,948 |
ECONOMIC GROUP PENSION SERVICES3+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CR SUITE 500 · MOBILE, AL 36609 | Contract Administrator | $9,954 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH MGMT CO INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,100 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COR Service code 64 | Recordkeeping Fees | $0 |
Filed as: REGISTERED INVESTMENT ADVISOR Service code 55 333 SOUTH HOPE · LOS ANGELES, CA 90071 | Other Commissions | $0 |
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 | $215,850 | $55,453+289.3% | $170,435+26.6% | $62,293+246.5% |
| Participation rate | 94.0% | 66.4%+27.6pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 16.72% | 21.38%-4.7pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $7,260 | $2,164+235.6% | $5,432+33.6% | $2,042+255.5% |
| Participant deferral / active EE | $4,436 | $2,303+92.6% | $4,939-10.2% | $3,169+40.0% |
| Admin fee / account holder | $167 | $455-63.2% | $13,881-98.8% | $479-65.1% |