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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES2+ 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'DONOGHUE2+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $23,589 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Actuarial | $19,983 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-3180817 30 SOUTH PEARL ST · ALBANY, NY 12207 | Securities Custodian | $18,000 |
DENNIS G. JENKINS, CPA,LLC2+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $7,539 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 4.15% | 2.79%+1.4pp | 4.16%0pp | 11.88%-7.7pp |
| Employer contribution / active EE | $11,719 | $10,530+11.3% | $29,966-60.9% | $14,612-19.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |