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| Provider | Service type | Compensation |
|---|---|---|
Filed as: US REAL ESTATE INVESTMENT FUND, LLC Service code 28 · EIN 63-0267566 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $77,161 |
Filed as: GULF STATES CONSULTANTS & ADMINISTR Service code 14 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Plan Administrator | $70,800 |
RBC GLOBAL ASSET MANAGEMENT4 years Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $25,719 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING Service code 28 · EIN 20-1899564 25 NEWBRIDGE RD, SUITE 205 · HICKSVILLE, NY 11801 | Investment Management | $25,000 |
SOUTHERN ACTUARIAL SERVICES2 years Service code 11 · EIN 58-2409046 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $22,500 |
WAY, RAY, SHELTON & CO., P.C.7+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 | Accounting | $21,000 |
AMERICAN REALTY ADVISORS4 years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $15,294 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -9.68% | -6.78%-2.9pp | -5.85%-3.8pp | 39.77%-49.4pp |
| Employer contribution / active EE | $10,686 | $13,335-19.9% | $31,839-66.4% | $19,959-46.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |