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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES4+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $72,936 |
BHA CONSULTING4+ years Filed as: BHA CONSULTING,LLC Service code 11 · EIN 26-1384808 | Actuarial | $47,050 |
LOGAN CAPITAL MANAGEMENT, INC.4+ years Service code 28 | Investment Management | $46,567 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 19 | Securities Custodian | $24,017 |
RIDGEWORTH4+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $19,185 |
ANDERSON & REED, LLP4+ years Service code 10 · EIN 54-0617257 | Accounting | $17,500 |
ANDCO CONSULTING4+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $15,000 |
REGIONS BANK4+ years Service code 19 | Securities Custodian | $13,716 |
WILLIG, WILLIAMS & DAVIDSON4+ years Service code 29 · EIN 23-2416488 | Legal | $13,472 |
NEW AMSTERDAM PARTNERS LLC4+ years Service code 28 | Investment Management | $8,253 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $94,563-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 2.8%-2.8pp |
| Annual return | 3.71% | 15.23%-11.5pp | 16.32%-12.6pp | 16.32%-12.6pp |
| Employer contribution / active EE | $13,083 | $24,217-46.0% | $31,806-58.9% | $17,007-23.1% |
| Participant deferral / active EE | $0 | $1,527-100.0% | $211-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $0 | $127-100.0% |