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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH8 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 1800 AVENUE OF THE STARTS 2ND FLOOR · LOS ANGELES, CA 90067 | Investment Management | $47,608 |
Service code 27 · EIN 81-2920277 3333 PIEDMONT RD., NE SUITE 1250 · ATLANTA, GA 30305 | Advisory (Plan) | $20,000 |
TANIA WILLIAMS-JORDAN9+ years Service code 35 · EIN 63-0785888 PO BOX 2332 · MOBILE, AL 36652 | Employee (plan sponsor) | $17,206 |
REGIONS BANK9+ years Service code 15 · EIN 63-0371391 11 N. WATER STREET · MOBILE, AL 36602 | Recordkeeping | $16,269 |
NCM CAPITAL MANAGEMENT GROUP8 years Service code 28 · EIN 56-1742902 2634 DURHAM-CHAPEL HILL BLVD 206 · DURHAM, NC 27707 | Investment Management | $16,124 |
WILLIG, WILLIAMS & DAVIDSON6 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT ST 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $10,340 |
KALIFEH BEDSOLE ADAMS PC6 years Filed as: KALIFEH BEDSOLE ADAMS, PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $7,500 |
RHUMBLINE ADVISORS7 years Service code 28 · EIN 04-3118582 30 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $7,435 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 21.61% | 8.04%+13.6pp | 9.14%+12.5pp | 8.76%+12.9pp |
| Employer contribution / active EE | $10,476 | $10,583-1.0% | $40,523-74.1% | $16,650-37.1% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |