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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES1+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $60,000 |
LOGAN CAPITAL MANAGEMENT, INC.1+ years Service code 28 | Investment Management | $35,367 |
BHA CONSULTING1+ years Filed as: BHA CONSULTING,LLC Service code 11 · EIN 26-1384808 | Actuarial | $31,192 |
ANDERSON & REED, LLP1+ years Service code 10 · EIN 54-0617257 | Accounting | $17,500 |
ANDCO CONSULTING1+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $15,000 |
WILLIG, WILLIAMS & DAVIDSON1+ years Service code 29 · EIN 23-2416488 | Legal | $14,072 |
REGIONS BANK1+ years Service code 19 | Securities Custodian | $12,636 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $7,387 |
AMERICAN FUNDS1+ years Filed as: GW CAPITAL, INC Service code 28 | Investment Management | $6,908 |
NEW AMSTERDAM PARTNERS LLC1+ years Service code 28 | Investment Management | $6,610 |
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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% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 8.32% | 5.54%+2.8pp | 4.72%+3.6pp | 11.88%-3.6pp |
| Employer contribution / active EE | $15,955 | $25,709-37.9% | $30,821-48.2% | $14,612+9.2% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |