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| Provider | Service type | Compensation |
|---|---|---|
RENEE ASHWORTH9+ years Service code 30 · EIN 62-6077945 | Employee (plan); Direct payment from ... | $97,282 |
SOUTHERN ACTUARIAL SERVICES3 years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $37,375 |
Service code 28 · EIN 36-4268991 | Investment Management | $35,150 |
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICE Service code 28 · EIN 80-0169636 | Investment Management | $27,580 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS LLC Service code 28 · EIN 13-3379970 | Investment Management | $27,259 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,789 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $17,310 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $10,951 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.96% | 11.08%+0.9pp | 8.10%+3.9pp | 8.76%+3.2pp |
| Employer contribution / active EE | $18,138 | $13,910+30.4% | $28,661-36.7% | $16,640+9.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |