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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES1+ years Filed as: L. C. MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 P. O. BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $89,880 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $41,643 |
BHA CONSULTING1+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Actuarial | $25,764 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS INC Service code 19 · EIN 06-0700978 440 WHEELER FARM RD · MILFORD, CT 06460 | Securities Custodian | $14,217 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 30 SOUTH PEARL ST · ALBANY, NY 12207 | Advisory (Plan) | $10,500 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $8,311 |
THE LONDON COMPANY1+ years Service code 28 · EIN 90-0824693 1801 BAYBERRY CT, STE 301 · RICHMOND, VA 23226 | Investment Management | $5,979 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | 0.23% | -1.83%+2.1pp | -1.61%+1.8pp | 2.81%-2.6pp |
| Employer contribution / active EE | $11,134 | $9,208+20.9% | $30,840-63.9% | $16,358-31.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |