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| Provider | Service type | Compensation |
|---|---|---|
MILLETTE ADMINISTRATORS1+ years Service code 13 · EIN 64-0784023 4619 MAIN STREET · MOSS POINT, MS 39563 | Contract Administrator | $62,805 |
TANIA WILLIAMS-JORDAN1+ years Service code 35 · EIN 63-0785888 P.O. BOX 2332 · MOBILE, AL 366522332 | Employee (plan sponsor) | $38,713 |
GRAY CO GLOBAL ADVISORS1+ years Filed as: GRAY & COMPANY Service code 27 · EIN 58-2116514 3333 PIEDMONT RD. NE, STE. 1250 · ATLANTA, GA 30305 | Advisory (Plan) | $30,000 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 281 BROOKS ST. · LAGUNA BEACH, CA 92561 | Investment Management | $26,941 |
NCM CAPITAL MANAGEMENT GROUP1+ years Filed as: NCM CAPITAL MANAGEMENT GROUP INC. Service code 28 · EIN 56-1742902 2634 DURHAM-CHAPEL HILL BLVD 206 · DURHAM, NC 277072875 | Investment Management | $23,189 |
Filed as: ROBEIN, URANN, SPENCER, PICARD, Service code 29 · EIN 72-0996720 2540 SEVERN AVENUE, SUITE 400 · METAIRIE, LA 70002 | Legal | $20,610 |
HERNDON CAPITAL MANAGEMENT1+ years Service code 28 · EIN 26-3757865 191 PEACHTREE ST. NE, SUITE 2500 · ATLANTA, GA 30303 | Investment Management | $16,064 |
REGIONS BANK1+ years Service code 15 · EIN 63-0371391 11 N. WATER STREET, 28TH FLOOR · MOBILE, AL 36602 | Recordkeeping | $15,566 |
WILKINS MILLER1+ years Service code 10 · EIN 27-0355040 41 W. I-65 SERVICE ROAD N. · MOBILE, AL 36608 | Accounting | $14,725 |
GOLDMAN SACHS1+ years Filed as: SEIZART CAPITAL PARTNERS Service code 28 · EIN 38-3553488 185 OAKLAND AVE., SUITE 100 · BIRMINGHAM, MI 48009 | Investment Management | $12,827 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.98% | 5.80%+1.2pp | 4.74%+2.2pp | 11.88%-4.9pp |
| Employer contribution / active EE | $9,864 | $15,506-36.4% | $36,089-72.7% | $14,612-32.5% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |