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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $30,000 |
KAREN AMARI3+ years Service code 30 · EIN 63-0880818 2828 FOURTH AVE S · BIRMINGHAM, AL 35233 | Employee (plan) | $21,431 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $16,910 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS LLP Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 STE 380 · BIRMINGHAM, AL 35223 | Legal | $8,924 |
ROBERT HALF1 year Filed as: ACCOUNTEMPS Service code 30 3535 GRANDVIEW PKWY STE 3 · BIRMINGHAM, AL 35243 | Employee (plan) | $6,711 |
Filed as: PRUDENTIAL RETIREMENT INS. & ANNUIT Service code 26 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Advisory (Participants) | $2,684 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 3000 S. LENOLA RD. · MAPLE SHADE, NJ 08052 | Recordkeeping | $1,667 |
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 | $44,218 | $60,545-27.0% | $92,240-52.1% | $69,631-36.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 8.55% | 19.71%-11.2pp | 176.29%-167.7pp | 27571.02%-27562.5pp |
| Employer contribution / active EE | $5,495 | $2,633+108.7% | $3,680+49.3% | $2,032+170.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $152 | $145+5.3% | $5,194-97.1% | $110+38.1% |