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| Provider | Service type | Compensation |
|---|---|---|
ICC CAPITAL MANAGEMENT4+ years Service code 21 · EIN 59-3310114 | Bank Trustee | $59,823 |
OSBORN CARREIRO & ASSOCIATES4+ years Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 ONE UNION PLAZA SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $18,000 |
MILLETTE ADMINISTRATORS4+ years Service code 12 · EIN 64-0784023 4619 MAIN STREET · MOSS POINT, MS 39563 | Claims processing | $16,020 |
CERESA M FRENKEL PC4+ years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DRIVE · MOBILE, AL 36609 | Accounting | $6,800 |
KIMBERLY C WALKER PC4+ years Service code 22 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Insurance Broker | $1,732 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,646 | $28,349+54.0% | $245,396-82.2% | $105,125-58.5% |
| Participation rate | 100.0% | 40.0%+60.0pp | 43.0%+57.0pp | 14.6%+85.4pp |
| Annual return | -7.51% | -2.92%-4.6pp | -752.26%+744.7pp | 10.56%-18.1pp |
| Employer contribution / active EE | $13,098 | $9,485+38.1% | $31,802-58.8% | $13,643-4.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $594 | $297+100.0% | $1,223-51.5% | $3,354-82.3% |