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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 | $72,600 |
REYNOLDS CONSULTING SERVICES5 years Filed as: REYNOLDS CONSULTING Service code 28 · EIN 20-1899564 25 NEWBRIDGE RD, SUITE 205 · HICKSVILLE, NY 11801 | Investment Management | $25,000 |
Filed as: US REAL ESTATE INVESTMENT FUND, LLC Service code 28 · EIN 63-0267566 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $23,112 |
WAY, RAY, SHELTON & CO., P.C.8+ years Service code 10 · EIN 63-0962807 216 MCFARLAND CIRCLE NORTH · TUSCALOOSA, AL 35406 | Accounting | $23,000 |
RBC GLOBAL ASSET MANAGEMENT5 years Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $22,529 |
SOUTHERN ACTUARIAL SERVICES3 years Service code 11 · EIN 58-2409046 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $20,225 |
AMERICAN REALTY ADVISORS5 years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $13,709 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 9.45% | 146.80%-137.3pp | 20.18%-10.7pp | 22.81%-13.4pp |
| Employer contribution / active EE | $10,486 | $13,016-19.4% | $29,108-64.0% | $18,290-42.7% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |