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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $154,413 |
Filed as: GULF STATES CONSULTANTS & ADMINISTR Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $79,000 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD, SUITE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $43,542 |
Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE, SUITE 200W · BETHESDA, MD 20814 | Investment Management | $39,877 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Investment Management | $39,813 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 90-0622302 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $39,256 |
US BANK5 years Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $23,345 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 · EIN 72-1396621 1117 BOLL WEEVIL CIRCLE · ENTERPRISE, AL 36330 | Accounting | $22,773 |
SOUTHERN ACTUARIAL SERVICES5 years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 P.O. BOX 888343 · ATLANTA, GA 303560343 | Actuarial | $18,575 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES Service code 29 2 20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $5,345 |
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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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 10.71% | 8.65%+2.1pp | 9.03%+1.7pp | 10.20%+0.5pp |
| Employer contribution / active EE | $11,013 | $14,388-23.5% | $26,284-58.1% | $15,145-27.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |