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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-4268991 | Investment Management | $87,844 |
RENEE ASHWORTH10+ years Service code 30 · EIN 62-6077945 | Employee (plan); Direct payment from ... | $85,086 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICE Service code 28 · EIN 80-0169636 | Investment Management | $46,625 |
SOUTHERN ACTUARIAL SERVICES4 years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $37,075 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS LLC Service code 28 · EIN 13-3379970 | Investment Management | $26,251 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,385 |
Filed as: STRANCH, JENNINGS & GARVEY Service code 29 · EIN 92-1968638 | Legal | $20,129 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $18,154 |
AMERICAN FUNDS1 year Filed as: STOCKBRIDGE CAPITAL GROUP Service code 28 · EIN 42-1558275 | Investment Management | $10,770 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $7,520 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.60% | 8.62%+1.0pp | 8.99%+0.6pp | 10.52%-0.9pp |
| Employer contribution / active EE | $21,400 | $14,400+48.6% | $25,171-15.0% | $15,140+41.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |