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| Provider | Service type | Compensation |
|---|---|---|
CAPSOUTH PARTNERS3 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $32,481 |
ECONOMIC GROUP PENSION SERVICES5+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CR SUITE 500 · MOBILE, AL 36609 | Contract Administrator | $11,795 |
Filed as: BARBACANE THRONTON & COMPANY LLP Service code 10 200 SPRINGER BLDG 3411 · WILMINGTON, DE 19810 | Accounting | $4,427 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $675 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $226,797 | $52,961+328.2% | $172,752+31.3% | $65,185+247.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.53% | 30.12%-10.6pp | 802.97%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $6,934 | $2,190+216.6% | $5,144+34.8% | $2,177+218.6% |
| Participant deferral / active EE | $4,417 | $2,471+78.8% | $5,198-15.0% | $3,514+25.7% |
| Admin fee / account holder | $324 | $472-31.4% | $13,955-97.7% | $847-61.8% |