Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE C. MUSGROVE ASSOC., INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $85,740 |
BHA CONSULTING4 years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $62,605 |
LOGAN CAPITAL MANAGEMENT, INC.8+ years Service code 28 | Investment Management | $59,913 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST COMPANY Service code 19 | Securities Custodian | $30,352 |
REGIONS BANK8+ years Service code 19 | Securities Custodian | $26,647 |
RIDGEWORTH8+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $25,836 |
ANDERSON & REED, LLP8+ years Service code 10 · EIN 54-0617257 | Accounting | $20,000 |
ANDCO CONSULTING8+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $18,750 |
WILLIG, WILLIAMS & DAVIDSON8+ years Service code 29 · EIN 23-2416488 | Legal | $11,288 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 9.13% | 11.98%-2.8pp | 78.53%-69.4pp | 22.81%-13.7pp |
| Employer contribution / active EE | $13,246 | $19,973-33.7% | $31,607-58.1% | $18,290-27.6% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |