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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $47,055 |
BHA CONSULTING3+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $33,930 |
BURGESS CHAMBERS & ASSOC INC3+ years Filed as: BURGESS CHAMBERS & ASSOCIATES Service code 27 · EIN 59-2878619 P.O. BOX 3316 · WINTER PARK, FL 32790 | Advisory (Plan) | $27,262 |
STEVEN D EISENBERG CPA PA3+ years Filed as: STEVEN EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 13790 NW 4 STREET STE 100 · SUNRISE, FL 33325 | Accounting | $15,657 |
VENABLE LAW FIRM2 years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824867 7402 N 56TH STREET, SUITE 380 · TAMPA, FL 33617 | Legal | $15,501 |
C.S. MCKEE, L.P.3+ years Filed as: CS MCKEE & COMPANY Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER 8 FLOOR · PITTSBURGH, PA 15239 | Investment Management | $15,497 |
REGIONS BANK3+ years Service code 19 · EIN 63-0371391 1900 5TH AVENUE NORTH · BIRMINGHAM, AL 35203 | Securities Custodian | $10,380 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.20% | 12.23%-1.0pp | 10.36%+0.8pp | 13.95%-2.7pp |
| Employer contribution / active EE | $4,194 | $18,059-76.8% | $37,738-88.9% | $16,598-74.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |