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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $150,884 |
GULF STATES CONS & ADM INC3+ years Filed as: GULF STATES CONS & ADMIN INC Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $67,200 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $19,518 |
SOUTHERN ACTUARIAL SERVICES3+ years Filed as: SOUTHERN ACTUARY SERVICES Service code 11 · EIN 64-6035381 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $15,925 |
KALIFEH BEDSOLE ADAMS PC3+ years Filed as: KALIFEH, BEDSOLE ADAMS, PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $8,300 |
ASCENSUS LLC3+ years Filed as: LEDBETTER, PARIS, SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBERG, OH 45342 | Legal | $6,146 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 11.05% | -1.12%+12.2pp | -2.18%+13.2pp | 0.19%+10.9pp |
| Employer contribution / active EE | $6,389 | $12,052-47.0% | $38,751-83.5% | $13,763-53.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |