| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH7+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 | Legal | $336,687 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-2619259 P.O. BOX 4125 · NEW YORK, NY 10261 | Actuarial | $262,548 |
COLUMBIA7+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 829 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $208,815 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET US CORE PLUS LLC Service code 27 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $156,519 |
FIDUCIARY MANAGEMENT, INC.7+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $149,673 |
CARR, RIGGS & INGRAM, LLC7+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 3700 COLONNADE PARKWAY, STE. 300 · BIRMINGHAM, AL 35243 | Accounting | $109,988 |
THE SEGAL COMPANY5 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 MCKEE7+ years Filed as: SANDRA MANTOOTH Service code 14 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Plan Administrator | $96,249 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Securities Custodian | $88,199 |
DEBORAH QUICK7+ years Service code 30 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Employee (plan) | $76,022 |
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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 15.90% | 8.42%+7.5pp | 11.38%+4.5pp | 15.63%+0.3pp |
| Employer contribution / active EE | $5,610 | $5,390+4.1% | $18,467-69.6% | $11,476-51.1% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |