Filed June 14, 2016 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON STERLING, INC.1+ years Service code 28 PO BOX 530987 · BIRMINGHAM, AL 352530987 | Investment Management | $341,517 |
THE WELCH GROUP1+ years Filed as: THE WELCH GROUP, LLC Service code 28 3940 MONTCLAIR RD 5TH FLOOR · BIRMINGHAM, AL 352132422 | Investment Management | $27,818 |
TIAA1+ years Filed as: TIAA - CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $14,618 |
Filed as: FIDELITY INVESTMENTS INSTUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $394 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,968 | $37,039+248.2% | $147,618-12.6% | $59,188+117.9% |
| Participation rate | 86.3% | 63.8%+22.6pp | 84.6%+1.7pp | 69.4%+16.9pp |
| Annual return | 1.60% | 7.19%-5.6pp | 61.98%-60.4pp | 5.51%-3.9pp |
| Employer contribution / active EE | $8,019 | $1,353+492.7% | $5,564+44.1% | $2,098+282.2% |
| Participant deferral / active EE | $3,892 | $2,094+85.9% | $4,895-20.5% | $3,265+19.2% |
| Admin fee / account holder | $71 | $60+17.7% | $11,612-99.4% | $92-23.1% |