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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $48,479 |
BHA CONSULTING9+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $41,898 |
BURGESS CHAMBERS & ASSOC INC9+ years Filed as: BURGESS CHAMBERS & ASSOCIATES Service code 27 · EIN 59-2878619 P.O. BOX 3316 · WINTER PARK, FL 32790 | Advisory (Plan) | $28,109 |
C.S. MCKEE, L.P.9+ years Filed as: CS MCKEE & COMPANY Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER 8 FLOOR · PITTSBURGH, PA 15239 | Investment Management | $18,916 |
STEVEN D EISENBERG CPA PA9+ years Filed as: STEVEN EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33325 | Accounting | $18,177 |
Filed as: QUINN CONNER WEAVER DAVIES & RUCCO Service code 29 · EIN 45-1444874 315 WEST PONCE DELEON AVENUE 850 · DECATUR, GA 30030 | Legal | $14,320 |
REGIONS BANK9+ years Service code 19 · EIN 63-0371391 1900 5TH AVENUE NORTH · BIRMINGHAM, AL 35203 | Securities Custodian | $11,379 |
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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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 10.27% | 9.98%+0.3pp | 12.68%-2.4pp | 22.81%-12.5pp |
| Employer contribution / active EE | $4,813 | $15,842-69.6% | $41,609-88.4% | $18,290-73.7% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |