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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 21 · EIN 59-3310114 | Bank Trustee | $46,650 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $45,616 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 ONE UNION PLAZA SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $18,000 |
CERESA M FRENKEL PC10+ years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DRIVE · MOBILE, AL 36609 | Accounting | $10,000 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES INC Service code 12 · EIN 76-0560949 | Claims processing | $9,000 |
LOPER LAW LLC1 year Service code 22 · EIN 83-2118591 452 GOVERNMENT ST · MOBILE, AL 36602 | Insurance Broker | $8,220 |
COMPUSYS OF UTAH, INC.5 years Filed as: COMPUSYS OF UTAH Service code 12 · EIN 84-0869853 PO BOX 26237 · SALT LAKE CITY, UT 84126 | Claims processing | $6,230 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,678 | $62,6780% | $201,416-68.9% | $52,198+20.1% |
| Participation rate | 100.0% | 25.0%+75.0pp | 32.7%+67.3pp | 11.0%+89.0pp |
| Annual return | 12.64% | 7.29%+5.3pp | 8.10%+4.5pp | 8.21%+4.4pp |
| Employer contribution / active EE | $10,861 | $9,759+11.3% | $28,649-62.1% | $13,841-21.5% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $788 | $7880% | $60,136-98.7% | $1,652-52.3% |