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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $92,135 |
GULF STATES CONS & ADM INC2+ years Filed as: GULF STATES CONS & ADMIN INC Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $63,200 |
SOUTHERN ACTUARIAL SERVICES2+ years Filed as: SOUTHERN ACTUARY SERVICES Service code 11 · EIN 64-6035381 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $16,625 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $13,496 |
KALIFEH BEDSOLE ADAMS PC2+ years Filed as: KALIFEH, BEDSOLE ADAMS, PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $8,280 |
ASCENSUS LLC2+ years Filed as: LEDBETTER, PARIS, SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBERG, OH 45342 | Legal | $5,919 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.25% | 13.03%-2.8pp | 10.36%-0.1pp | 23.90%-13.6pp |
| Employer contribution / active EE | $7,152 | $15,779-54.7% | $37,738-81.0% | $16,539-56.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |