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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $30,000 |
KAREN AMARI2+ years Service code 30 · EIN 63-0880818 2828 FOURTH AVE S · BIRMINGHAM, AL 35233 | Employee (plan) | $20,414 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $17,001 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS LLP Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 STE 380 · BIRMINGHAM, AL 35223 | Legal | $9,178 |
Filed as: PRUDENTIAL RETIREMENT INS. & ANNUIT Service code 19 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Securities Custodian | $2,916 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,387 | $57,921-28.5% | $84,753-51.2% | $57,658-28.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.07% | 10.24%-7.2pp | 22.78%-19.7pp | 5.13%-2.1pp |
| Employer contribution / active EE | $5,061 | $2,598+94.8% | $3,574+41.6% | $1,974+156.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $153 | $130+17.7% | $5,333-97.1% | $95+61.5% |