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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES2+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $72,936 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING,LLC Service code 11 · EIN 26-1384808 | Actuarial | $40,508 |
LOGAN CAPITAL MANAGEMENT, INC.2+ years Service code 28 | Investment Management | $37,087 |
ANDERSON & REED, LLP2+ years Service code 10 · EIN 54-0617257 | Accounting | $20,690 |
ANDCO CONSULTING2+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $18,750 |
REGIONS BANK2+ years Service code 19 | Securities Custodian | $17,897 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 | Legal | $13,571 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $11,414 |
NEW AMSTERDAM PARTNERS LLC2+ years Service code 28 | Investment Management | $9,825 |
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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% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 12.00% | 12.51%-0.5pp | 14.20%-2.2pp | 13.95%-1.9pp |
| Employer contribution / active EE | $19,424 | $17,557+10.6% | $27,968-30.5% | $16,598+17.0% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |