Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 PO BOX 512129 · LOS ANGELES, CA 900510129 | Investment Management | $376,356 |
PBGC PREMIUM2+ years Filed as: PBGC Service code 23 · EIN 52-1042410 445 12TH STREET, SW · WASHINGTON, DC 200242101 | Insurance services; Other insurance f... | $216,544 |
Filed as: HIGHLAND ASSOCIATES, INC Service code 28 · EIN 63-0955503 2545 HIGHLAND AVE SOUTH · BIRMINGHAM, AL 35205 | Investment Management | $154,262 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 23 · EIN 42-1520346 PO BOX 777 · DES MOINES, IA 50303 | Insurance services; Other insurance f... | $137,937 |
GOLDMAN SACHS1 year Filed as: HARBERT MEZZANINE PARTNERS III Service code 28 · EIN 45-2704508 2100 3RD AVENUE NORTH · BIRMINGHAM, AL 35203 | Investment Management | $52,686 |
Service code 34 4130 HIGHWAY 20 · TUSCUMBIA, AL 35674 | Valuation (appraisals, etc.); Investm... | $51,569 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Accounting | $25,000 |
FRANKLIN COUNTY REVENUE2+ years Service code 99 · EIN 63-6001544 PO BOX 248 · RUSSELLVILLE, AL 35653 | Other Fees | $6,481 |
WINSTON COUNTY REVENUE2+ years Service code 99 · EIN 63-6001738 PO BOX 160 · DOUBLE SPRINGS, AL 35553 | Other Fees | $6,416 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 1.35% | 7.25%-5.9pp | 5.04%-3.7pp | 8.21%-6.9pp |
| Employer contribution / active EE | $0 | $13,308-100.0% | $26,454-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |