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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $45,346 |
BHA CONSULTING5+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $42,645 |
BURGESS CHAMBERS & ASSOC INC5+ years Filed as: BURGESS CHAMBERS & ASSOCIATES Service code 27 · EIN 59-2878619 P.O. BOX 3316 · WINTER PARK, FL 32790 | Advisory (Plan) | $26,719 |
STEVEN D EISENBERG CPA PA5+ years Filed as: STEVEN EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 13790 NW 4 STREET STE 100 · SUNRISE, FL 33325 | Accounting | $16,941 |
C.S. MCKEE, L.P.5+ years Filed as: CS MCKEE & COMPANY Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER 8 FLOOR · PITTSBURGH, PA 15239 | Investment Management | $15,182 |
VENABLE LAW FIRM4 years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824867 7402 N 56TH STREET, SUITE 380 · TAMPA, FL 33617 | Legal | $11,532 |
REGIONS BANK5+ years Service code 19 · EIN 63-0371391 1900 5TH AVENUE NORTH · BIRMINGHAM, AL 35203 | Securities Custodian | $10,000 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 18.79% | 33.70%-14.9pp | 14.64%+4.1pp | 53.27%-34.5pp |
| Employer contribution / active EE | $2,961 | $14,473-79.5% | $41,831-92.9% | $14,774-80.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |