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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAVELL INVESTMENT MANAGEMENT, INC. Service code 27 P.O. BOX 1307 · MOBILE, AL 36633 | Advisory (Plan) | $30,348 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,342 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $10,399 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,301 | $89,739-1.6% | $149,721-41.0% | $62,293+41.8% |
| Participation rate | 52.7% | 85.1%-32.4pp | 87.1%-34.4pp | 69.5%-16.8pp |
| Annual return | 16.08% | 21.01%-4.9pp | 1501.67%-1485.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,696 | $4,797-43.8% | $6,568-59.0% | $3,169-14.9% |
| Admin fee / account holder | $631 | $551+14.5% | $11,282-94.4% | $479+31.7% |