Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $30,000 |
ALFORD, MCKENZIE & BREEDEN PC1+ years Service code 10 · EIN 63-0928663 101 JOHNSTON ST SE · DECATUR, AL 35601 | Accounting | $19,965 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS LLP Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 STE 380 · BIRMINGHAM, AL 35223 | Legal | $18,610 |
KAREN AMARI1+ years Service code 30 · EIN 63-0880818 2828 FOURTH AVE S · BIRMINGHAM, AL 35233 | Employee (plan) | $15,829 |
FORENSIC ANALYTICAL CONSULTING1+ years Filed as: FORENSIC STRATEGIC SOLUTIONS Service code 10 2001 PARK PLACE N STE 430 · BIRMINGHAM, AL 35203 | Accounting | $15,351 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $12,966 |
Filed as: PRUDENTIAL RETIREMENT INS. & ANNUIT Service code 19 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Securities Custodian | $2,397 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,074 | $50,498-24.6% | $75,784-49.8% | $55,191-31.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.32% | 1.80%-1.5pp | 9.68%-9.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $4,579 | $2,291+99.9% | $3,323+37.8% | $1,899+141.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $173 | $123+40.9% | $5,300-96.7% | $91+90.9% |