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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE C. MUSGROVE ASSOC., INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $80,940 |
LOGAN CAPITAL MANAGEMENT, INC.5+ years Service code 28 | Investment Management | $59,143 |
BHA CONSULTING1 year Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $35,414 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 19 | Securities Custodian | $24,567 |
ANDERSON & REED, LLP5+ years Service code 10 · EIN 54-0617257 | Accounting | $19,000 |
ANDCO CONSULTING5+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $17,500 |
REGIONS BANK5+ years Service code 19 | Securities Custodian | $13,097 |
RIDGEWORTH5+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $12,793 |
WILLIG, WILLIAMS & DAVIDSON5+ years Service code 29 · EIN 23-2416488 | Legal | $8,698 |
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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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 8.12% | 7.62%+0.5pp | 10.57%-2.5pp | 627.08%-619.0pp |
| Employer contribution / active EE | $10,710 | $18,841-43.2% | $29,483-63.7% | $18,824-43.1% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |