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| Provider | Service type | Compensation |
|---|---|---|
BIRMINGHAM - SOUTHERN COLLEGE1+ years Service code 28 · EIN 63-0288811 | Investment Management | $16,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,953 | $68,408+15.4% | $57,196+38.0% | $57,658+36.9% |
| Participation rate | 98.3% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 1.28% | 8.51%-7.2pp | 14.59%-13.3pp | 5.13%-3.9pp |
| Employer contribution / active EE | $719 | $2,869-74.9% | $2,683-73.2% | $1,974-63.6% |
| Participant deferral / active EE | $1,448 | $2,903-50.1% | $3,096-53.2% | $3,061-52.7% |
| Admin fee / account holder | $18 | $70-74.1% | $3,141-99.4% | $95-80.9% |