Filed December 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.1+ years Service code 11 · EIN 62-1477251 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Actuarial | $31,250 |
LBMC, PC1+ years Filed as: LBMC, P.C. Service code 10 · EIN 62-1199757 | Accounting | $8,400 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCIATES Service code 27 · EIN 75-1680350 | Advisory (Plan) | $8,208 |
REGIONS BANK1+ years Service code 21 · EIN 63-0371391 | Bank Trustee | $7,987 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | 0.16% | 2.73%-2.6pp | 1.69%-1.5pp | 4.56%-4.4pp |
| Employer contribution / active EE | $0 | $13,500-100.0% | $24,295-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $154 | $559-72.4% | $1,031-85.0% | $97+59.9% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |