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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $114,146 |
GULF STATES CONS & ADM INC1+ years Filed as: GULF STATES CONS & ADMIN INC Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $61,200 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $18,442 |
SOUTHERN ACTUARIAL SERVICES1+ years Filed as: SOUTHERN ACTUARY SERVICES Service code 11 · EIN 64-6035381 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $16,925 |
ASCENSUS LLC1+ years Filed as: LEDBETTER, PARIS, SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBERG, OH 45342 | Legal | $9,287 |
KALIFEH BEDSOLE ADAMS PC1+ years Filed as: KALIFEH, BEDSOLE ADAMS, PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $7,775 |
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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 | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.13% | 5.13%0pp | 4.74%+0.4pp | 7.18%-2.1pp |
| Employer contribution / active EE | $6,154 | $14,689-58.1% | $36,089-82.9% | $13,095-53.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |