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| Provider | Service type | Compensation |
|---|---|---|
ICC CAPITAL MANAGEMENT1+ years Service code 28 · EIN 59-3310554 390 N. ORANGE AVE., 2600 · ORLANDO, FL 32801 | Investment Management | $92,122 |
ICC CAPITAL MANAGEMENT1+ years Filed as: HIGHLAND CAPITAL MANAGEMET Service code 28 · EIN 27-5440911 6075 POPLAR AVE., 703 · MEMPHIS, TN 38119 | Investment Management | $59,867 |
BANCORPSOUTH BANK1+ years Filed as: BANCORPSOUTH Service code 19 · EIN 64-0782370 2211 HIGHLAND AVENUE · BIRMINGHAM, AL 35205 | Securities Custodian | $26,584 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $22,500 |
DENT MOSES, LLP1+ years Filed as: DENT, BAKER & COMPANY LLP Service code 10 · EIN 63-0352192 2204 LAKESHORE DR., 300 · BIRMINGHAM, AL 35209 | Accounting | $15,000 |
Service code 29 · EIN 45-1444874 TWO N, 20TH ST., 930 · BIRMINGHAM, AL 35203 | Legal | $6,487 |
EXCHANGE BANK1+ years Filed as: EXCHANGE TRADED FUNDS Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,178 | $50,498+86.5% | $75,784+24.3% | $55,191+70.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.96% | 1.80%-2.8pp | 9.68%-10.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $5,812 | $2,291+153.7% | $3,323+74.9% | $1,899+206.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $745 | $123+505.3% | $5,300-85.9% | $91+720.5% |