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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $125,374 |
GULF STATES CONS & ADM INC2 years Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $67,200 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE SUITE 304 · JERICHO, NY 11753 | Advisory (Plan) | $35,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $17,838 |
SOUTHERN ACTUARIAL SERVICES5+ years Filed as: SOUTHERN ACTUARY SERVICES Service code 11 · EIN 64-6035381 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $16,150 |
KALIFEH BEDSOLE ADAMS PC2 years Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $8,800 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 12.27% | 6.41%+5.9pp | 8.01%+4.3pp | 11.45%+0.8pp |
| Employer contribution / active EE | $7,279 | $11,592-37.2% | $29,475-75.3% | $17,219-57.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |