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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-4268991 | Investment Management | $123,766 |
CHARLENE ROGERS8+ years Filed as: CHARLENE HELTON Service code 30 · EIN 62-6077945 | Employee (plan); Direct payment from ... | $104,413 |
RENEE ASHWORTH8+ years Service code 30 · EIN 62-6077945 | Employee (plan); Direct payment from ... | $84,184 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICE Service code 28 · EIN 80-0169636 | Investment Management | $34,743 |
SOUTHERN ACTUARIAL SERVICES2 years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $33,400 |
JOHNSON BANK2 years Filed as: JOHNSON & CAGGIA LAW GROUP, PA Service code 29 · EIN 59-3519587 | Legal | $22,802 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,550 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $15,815 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $90,882 | $121,589-25.3% | $90,8820% | $121,589-25.3% |
| Participation rate | 100.0% | 50.5%+49.5pp | 100.0%0pp | 50.5%+49.5pp |
| Annual return | 7.47% | 103.77%-96.3pp | 13.23%-5.8pp | 103.77%-96.3pp |
| Employer contribution / active EE | $11,656 | $12,271-5.0% | $4,656+150.4% | $12,271-5.0% |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $626 | $676-7.4% | $6260% | $676-7.4% |