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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $120,808 |
Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 366041323 | Contract Administrator | $67,200 |
Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE, SUITE 304 · JERICHO, NY 11753 | Advisory (Plan) | $36,575 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR, SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $22,742 |
SOUTHERN ACTUARIAL SERVICES4+ years Filed as: SOUTHERN ACTUARY SERVICES Service code 11 · EIN 64-6035381 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $16,100 |
KALIFEH BEDSOLE ADAMS PC1 year Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $8,600 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 0.73% | 33.70%-33.0pp | 14.64%-13.9pp | 53.27%-52.5pp |
| Employer contribution / active EE | $7,065 | $14,473-51.2% | $41,831-83.1% | $14,774-52.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |