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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $46,299 |
BHA CONSULTING2+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $39,358 |
BURGESS CHAMBERS & ASSOC INC2+ years Filed as: BURGESS CHAMBERS & ASSOCIATES Service code 27 · EIN 59-2878619 P.O. BOX 3316 · WINTER PARK, FL 32790 | Advisory (Plan) | $25,085 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 13790 NW 4 STREET STE 100 · SUNRISE, FL 33325 | Accounting | $14,178 |
VENABLE LAW FIRM1 year Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824867 7402 N 56TH STREET, SUITE 380 · TAMPA, FL 33617 | Legal | $13,662 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE & COMPANY Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER 8 FLOOR · PITTSBURGH, PA 15239 | Investment Management | $12,010 |
REGIONS BANK2+ years Service code 19 · EIN 63-0371391 1900 5TH AVENUE NORTH · BIRMINGHAM, AL 35203 | Securities Custodian | $9,450 |
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Employer contribution per participant 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 9.05% | 5.13%+3.9pp | 4.74%+4.3pp | 7.18%+1.9pp |
| Employer contribution / active EE | $3,560 | $14,689-75.8% | $36,089-90.1% | $13,095-72.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |