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| Provider | Service type | Compensation |
|---|---|---|
CAPSOUTH PARTNERS4 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $35,952 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,646 |
ECONOMIC GROUP PENSION SERVICES6+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CR SUITE 500 · MOBILE, AL 36609 | Contract Administrator | $1,295 |
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 | $232,953 | $58,888+295.6% | $178,499+30.5% | $73,493+217.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.81% | 24.86%-14.1pp | 151.10%-140.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $8,053 | $2,236+260.1% | $5,011+60.7% | $2,270+254.7% |
| Participant deferral / active EE | $5,289 | $2,568+106.0% | $5,202+1.7% | $3,740+41.4% |
| Admin fee / account holder | $352 | $400-12.1% | $13,986-97.5% | $513-31.4% |