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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 · EIN 11-2418191 P.O. BOX 608 · NEW YORK, NY 10013 | Securities Custodian | $69,415 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-2619259 10740 N GESSNER SUITE 320 · HOUSTON, TX 77064 | Actuarial | $65,549 |
MARILYN EAVES2+ years Service code 30 · EIN 63-0437949 3648 9TH AVENUE N, STE 3 · BIRMINGHAM, AL 352221003 | Employee (plan) | $47,202 |
REGIONS BANK1 year Filed as: REGIONS Service code 27 · EIN 63-0371391 PO BOX 12385 · BIRMINGHAM, AL 352022385 | Advisory (Plan) | $45,506 |
AMBER N. MYERS1 year Filed as: AMBER LOCKE Service code 30 · EIN 63-0437949 3648 9TH AVENUE N, STE 3 · BIRMINGHAM, AL 352221003 | Employee (plan) | $30,071 |
POTTER, BRYANT & MOORE, P.C.2+ years Service code 10 · EIN 63-0966970 234 AQUARIUS DR, STE 109 · BIRMINGHAM, AL 35209 | Accounting | $18,250 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 1625 I STREET NW · WASHINGTON, DC 20006 | Investment Management | $10,961 |
Service code 29 · EIN 45-1444874 TWO NORTH 20TH ST STE 930 · BIRMINGHAM, AL 35203 | Legal | $7,224 |
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Employer contribution per participant 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.13% | 3.49%+1.6pp | 4.16%+1.0pp | 7.18%-2.1pp |
| Employer contribution / active EE | $5,984 | $11,083-46.0% | $29,966-80.0% | $13,095-54.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |