Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BHK INVESTMENT ADVISORS, LLC8+ years Service code 27 200 LAKE SHORE DR., STE. 250 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $32,483 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,186 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $11,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,066 | $71,142+81.4% | $119,608+7.9% | $64,814+99.1% |
| Participation rate | 66.8% | 78.6%-11.8pp | 79.3%-12.5pp | 71.5%-4.7pp |
| Annual return | -18.62% | -10.01%-8.6pp | -14.98%-3.6pp | 32.84%-51.5pp |
| Employer contribution / active EE | $2,501 | $2,497+0.1% | $4,232-40.9% | $2,507-0.2% |
| Participant deferral / active EE | $4,007 | $4,490-10.7% | $5,601-28.5% | $4,310-7.0% |
| Admin fee / account holder | $276 | $162+70.5% | $10,326-97.3% | $188+47.2% |