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| Provider | Service type | Compensation |
|---|---|---|
CAPSOUTH PARTNERS2 years Service code 55 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Other Commissions | $39,120 |
Filed as: BARBACANE THRONTON & COMPANY LLP Service code 99 200 SPRINGER BLDG 3411 · WILMINGTON, DE 19810 | Other Fees | $12,300 |
ECONOMIC GROUP PENSION SERVICES4+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CR SUITE 500 · MOBILE, AL 36609 | Contract Administrator | $10,641 |
Filed as: CHARLES SCWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $202,451 | $47,977+322.0% | $154,108+31.4% | $56,289+259.7% |
| Participation rate | 99.2% | 66.2%+33.1pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | -3.99% | 3.54%-7.5pp | 735.21%-739.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $7,191 | $2,169+231.6% | $5,298+35.7% | $2,111+240.6% |
| Participant deferral / active EE | $4,633 | $2,392+93.7% | $5,081-8.8% | $3,350+38.3% |
| Admin fee / account holder | $347 | $438-20.8% | $13,411-97.4% | $521-33.4% |