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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GULF STATES CONSULTANTS & ADMINISTR Service code 14 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Plan Administrator | $84,000 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Investment Management | $69,689 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING Service code 28 · EIN 20-1899564 25 NEWBRIDGE RD, SUITE 205 · HICKSVILLE, NY 11801 | Investment Management | $31,500 |
RBC GLOBAL ASSET MANAGEMENT7 years Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $29,297 |
SOUTHERN ACTUARIAL SERVICES5 years Service code 11 · EIN 58-2409046 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $27,050 |
WAY, RAY, SHELTON & CO., P.C.10+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 | Accounting | $23,000 |
Filed as: US REAL ESTATE INVESTMENT FUND, LLC Service code 28 · EIN 63-0267566 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $18,766 |
AMERICAN REALTY ADVISORS7 years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $15,932 |
Filed as: MASSMUTUAL Service code 28 · EIN 04-1590850 1143 1ST AVE S SUITE 107 · BIRMINGHAM, AL 35233 | Investment Management | $13,935 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 10.60% | 9.01%+1.6pp | 8.99%+1.6pp | 8.39%+2.2pp |
| Employer contribution / active EE | $13,197 | $13,944-5.4% | $25,171-47.6% | $18,340-28.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |