Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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| Provider | Service type | Compensation |
|---|---|---|
PBGC PREMIUM1+ years Filed as: PBGC Service code 23 · EIN 52-1042410 445 12TH STREET, SW · WASHINGTON, DC 200242101 | Other insurance fees and expenses; In... | $231,260 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND ASSOCIATES, INC. Service code 28 · EIN 63-0955503 2545 HIGHLAND AVE SOUTH · BIRMINGHAM, AL 35205 | Investment Management | $117,574 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 23 · EIN 42-1520346 PO BOX 777 · DES MOINES, IA 50303 | Insurance services; Other insurance f... | $84,676 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2767481 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $80,152 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 4350 CONGRESS STREET · CHARLOTTE, NC 28209 | Investment Management | $22,776 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 PO BOX 512129 · LOS ANGELES, CA 900510129 | Investment Management | $21,384 |
FRANKLIN COUNTY REVENUE1+ years Service code 99 · EIN 63-6001544 PO BOX 248 · RUSSELLVILLE, AL 35653 | Other Fees | $15,674 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Investment Management | $12,469 |
WINSTON COUNTY REVENUE1+ years Service code 99 · EIN 63-6001738 PO BOX 160 · DOUBLE SPRING, AL 35553 | Other Fees | $10,387 |
PETTEY & ASSOCIATES1+ years Service code 34 · EIN 63-1132685 202 B JACKSON STREET SE · DECATUR, AL 35601 | Valuation (appraisals, etc.) | $10,000 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 7.00% | 9.67%-2.7pp | 7.69%-0.7pp | 22.81%-15.8pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,501-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |