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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 | $78,800 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 3424 PEACHTREE ROAD NE, SUITE 1900 · ATLANTA, GA 30326 | Actuarial | $51,985 |
RBC GLOBAL ASSET MANAGEMENT2 years Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $30,059 |
Filed as: US REAL ESTATE INVESTMENT FUND, LLC Service code 28 · EIN 63-0267566 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $24,228 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING Service code 28 · EIN 20-1899564 25 NEWBRIDGE RD, SUITE 205 · HICKSVILLE, NY 11801 | Investment Management | $23,500 |
WAY, RAY, SHELTON & CO., P.C.5+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 | Accounting | $16,442 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $10,329 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 · EIN 45-1444874 2-20TH STREET NORTH SUITE 930 · BIRMINGHAM, AL 35023 | Legal | $5,108 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 2.82% | 6.95%-4.1pp | 8.01%-5.2pp | 627.08%-624.3pp |
| Employer contribution / active EE | $8,785 | $11,635-24.5% | $29,475-70.2% | $18,824-53.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |