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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES3+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $72,936 |
LOGAN CAPITAL MANAGEMENT, INC.3+ years Service code 28 | Investment Management | $53,300 |
BHA CONSULTING3+ years Filed as: BHA CONSULTING,LLC Service code 11 · EIN 26-1384808 | Actuarial | $52,094 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $22,971 |
REGIONS BANK3+ years Service code 19 | Securities Custodian | $21,745 |
PB MARES1 year Filed as: PB MARES, LLP Service code 10 · EIN 54-0737372 | Accounting | $20,878 |
ANDERSON & REED, LLP3+ years Service code 10 · EIN 54-0617257 | Accounting | $17,500 |
ANDCO CONSULTING3+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $15,000 |
WILLIG, WILLIAMS & DAVIDSON3+ years Service code 29 · EIN 23-2416488 | Legal | $13,195 |
NEW AMSTERDAM PARTNERS LLC3+ years Service code 28 | Investment Management | $12,922 |
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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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | 8.85% | -1.43%+10.3pp | -0.70%+9.5pp | -0.69%+9.5pp |
| Employer contribution / active EE | $21,470 | $25,105-14.5% | $28,903-25.7% | $16,786+27.9% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |