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| Provider | Service type | Compensation |
|---|---|---|
ICC CAPITAL MANAGEMENT2+ years Service code 21 · EIN 59-3310114 | Bank Trustee | $55,048 |
Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 ONE UNION PLAZA SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $18,000 |
MILLETTE ADMINISTRATORS2+ years Service code 12 · EIN 64-0784023 4619 MAIN STREET · MOSS POINT, MS 39563 | Claims processing | $16,020 |
CERESA M FRENKEL PC2+ years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DR · MOBILE, AL 36609 | Accounting | $6,300 |
KIMBERLY C WALKER PC2+ years Service code 22 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Insurance Broker | $5,215 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 9.86% | 3.12%+6.7pp | 4.16%+5.7pp | 4.56%+5.3pp |
| Employer contribution / active EE | $13,072 | $10,957+19.3% | $29,966-56.4% | $15,526-15.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |