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| Provider | Service type | Compensation |
|---|---|---|
BHA CONSULTING8+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $61,516 |
Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $48,109 |
BURGESS CHAMBERS & ASSOC INC8+ years Filed as: BURGESS CHAMBERS & ASSOCIATES Service code 27 · EIN 59-2878619 P.O. BOX 3316 · WINTER PARK, FL 32790 | Advisory (Plan) | $27,894 |
C.S. MCKEE, L.P.8+ years Filed as: CS MCKEE & COMPANY Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER 8 FLOOR · PITTSBURGH, PA 15239 | Investment Management | $19,118 |
STEVEN D EISENBERG CPA PA8+ years Filed as: STEVEN EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33325 | Accounting | $15,258 |
REGIONS BANK8+ years Service code 19 · EIN 63-0371391 1900 5TH AVENUE NORTH · BIRMINGHAM, AL 35203 | Securities Custodian | $10,644 |
Filed as: QUINN CONNER WEAVER DAVIES & RUCCO Service code 29 · EIN 45-1444874 315 WEST PONCE DELEON AVENUE 850 · DECATUR, GA 30030 | Legal | $7,310 |
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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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -14.74% | -0.56%-14.2pp | -3.21%-11.5pp | 39.77%-54.5pp |
| Employer contribution / active EE | $4,294 | $21,553-80.1% | $46,051-90.7% | $19,959-78.5% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |