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| Provider | Service type | Compensation |
|---|---|---|
NECA MEMPHIS IBEW 4741+ years Service code 13 · EIN 62-1256120 | Contract Administrator | $335,588 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-2646110 | Consulting | $73,988 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $73,402 |
SALES, TILLMAN, WALLBAUM1+ years Service code 29 · EIN 61-1358524 | Legal | $33,328 |
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $28,773 |
TIC INTERNATIONAL CORPORATION1+ years Service code 13 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $37 |
Filed as: MASSACHUSETTS MUTAUL LIFE INS. CO. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,824 | $54,392+26.5% | $84,753-18.8% | $63,975+7.6% |
| Participation rate | 88.0% | 76.9%+11.1pp | 76.6%+11.4pp | 71.1%+16.9pp |
| Annual return | -0.93% | 611.38%-612.3pp | 22.78%-23.7pp | 48.65%-49.6pp |
| Employer contribution / active EE | $3,083 | $2,943+4.7% | $3,574-13.8% | $2,182+41.3% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $164 | $136+20.8% | $5,333-96.9% | $70+132.9% |