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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES3+ years Filed as: L. C. MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 P. O. BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $89,880 |
BHA CONSULTING3+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Actuarial | $26,346 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-3180817 30 SOUTH PEARL ST · ALBANY, NY 12207 | Securities Custodian | $18,000 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $13,016 |
DENNIS G. JENKINS, CPA,LLC3+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $7,512 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 14.26% | 11.09%+3.2pp | 8.32%+5.9pp | 13.95%+0.3pp |
| Employer contribution / active EE | $11,626 | $10,980+5.9% | $30,793-62.2% | $16,598-30.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |