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| Provider | Service type | Compensation |
|---|---|---|
SHANNON MILLETTE1 year Service code 14 · EIN 58-7154677 4619 MAIN STREET, SUITE A · MOSS POINT, MS 39563 | Plan Administrator | $29,395 |
FLIPPIN BRUCE & PORTER, INC.2+ years Filed as: FLIPPIN BRUCE Service code 27 · EIN 54-1310469 | Advisory (Plan) | $24,431 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTIC CAPITAL Service code 27 · EIN 58-2236910 | Advisory (Plan) | $11,324 |
THOMAS BEAL2+ years Filed as: THOMAS WHITE Service code 27 · EIN 52-1940739 | Advisory (Plan) | $7,454 |
Filed as: STEVE OSBORN Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $6,440 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $5,965 |
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Employer contribution per participant 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 | $0 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 8.15% | 15.47%-7.3pp | 14.20%-6.0pp | 10.21%-2.1pp |
| Employer contribution / active EE | $2,896 | $36,160-92.0% | $27,968-89.6% | $42,272-93.1% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |