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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2619259 10740 N GESSNER SUITE 320 · HOUSTON, TX 77064 | Actuarial | $77,821 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 11-2418191 P.O. BOX 608 · NEW YORK, NY 10013 | Securities Custodian | $74,263 |
MARILYN EAVES1+ years Service code 30 · EIN 63-0437949 3648 9TH AVENUE N, STE 3 · BIRMINGHAM, AL 352221003 | Employee (plan) | $47,570 |
REGIONS BANK1+ years Filed as: REGIONS MORGAN KEEGAN Service code 27 · EIN 63-0371391 PO BOX 12385 · BIRMINGHAM, AL 352022385 | Advisory (Plan) | $47,228 |
POTTER, BRYANT & MOORE, P.C.1+ years Service code 10 · EIN 63-0966970 234 AQUARIUS DR, STE 109 · BIRMINGHAM, AL 35209 | Accounting | $18,250 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 1625 I STREET NW · WASHINGTON, DC 20006 | Investment Management | $10,651 |
Service code 29 · EIN 45-1444874 TWO NORTH 20TH ST STE 930 · BIRMINGHAM, AL 35203 | Legal | $7,488 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -2.73% | 0.68%-3.4pp | -1.61%-1.1pp | -0.60%-2.1pp |
| Employer contribution / active EE | $5,938 | $10,568-43.8% | $30,840-80.7% | $12,272-51.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |