| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA4+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 829 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $318,768 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET US CORE PLUS LLC Service code 27 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $264,650 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-2619259 P.O. BOX 4125 · NEW YORK, NY 10261 | Actuarial | $253,567 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $208,117 |
FRIEDMAN & ANSPACH4+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 | Legal | $203,697 |
CARR, RIGGS & INGRAM, LLC4+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 3700 COLONNADE PARKWAY, STE. 300 · BIRMINGHAM, AL 35243 | Accounting | $108,577 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 P.O. BOX 4142 CHURCH STREET STATION · NEW YORK, NY 10261 | Advisory (Plan) | $107,000 |
SANDRA MCKEE4+ years Filed as: SANDRA MANTOOTH Service code 14 · EIN 63-0708442 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Plan Administrator | $89,662 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Securities Custodian | $86,472 |
DEBORAH QUICK4+ years Service code 30 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Employee (plan) | $65,190 |
Annual investment return 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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -6.97% | 8.57%-15.5pp | -0.41%-6.6pp | 33.37%-40.3pp |
| Employer contribution / active EE | $2,280 | $3,885-41.3% | $15,396-85.2% | $11,253-79.7% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |