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| Provider | Service type | Compensation |
|---|---|---|
MILLETTE ADMINISTRATORS1+ years Service code 14 · EIN 64-0606505 4619 MAIN ST STE A · MOSS POINT, MS 395633939 | Plan Administrator | $29,395 |
FLIPPIN BRUCE & PORTER, INC.1+ years Filed as: FLIPPIN BRUCE Service code 27 · EIN 54-1310469 | Advisory (Plan) | $24,361 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTIC CAPITAL Service code 27 · EIN 58-2236910 | Advisory (Plan) | $12,779 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,220 |
Filed as: STEPHEN OSBORN Service code 11 · EIN 71-0631123 | Actuarial | $9,630 |
THOMAS BEAL1+ years Filed as: THOMAS WHITE Service code 27 · EIN 52-1940739 | Advisory (Plan) | $7,074 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | 4.88% | 4.44%+0.4pp | 4.72%+0.2pp | 4.16%+0.7pp |
| Employer contribution / active EE | $9,100 | $41,495-78.1% | $30,821-70.5% | $42,918-78.8% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |