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| Provider | Service type | Compensation |
|---|---|---|
FLIPPIN BRUCE & PORTER, INC.3+ years Filed as: FLIPPIN BRUCE Service code 27 · EIN 54-1310469 | Advisory (Plan) | $26,099 |
SHANNON MILLETTE2 years Service code 14 · EIN 58-7154677 4619 MAIN STREET, SUITE A · MOSS POINT, MS 39563 | Plan Administrator | $24,986 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTIC CAPITAL Service code 27 · EIN 58-2236910 | Advisory (Plan) | $8,253 |
Filed as: CAUSEWAY Service code 27 · EIN 95-4861680 | Advisory (Plan) | $7,689 |
GOLDMAN SACHS1 year Filed as: CLARKSTON Service code 27 · EIN 83-0473650 | Advisory (Plan) | $7,478 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,125 |
STEVE BUKOVAC1 year Filed as: STEVE OSBORNE Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $5,950 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | 5.44% | -1.44%+6.9pp | -0.70%+6.1pp | -82.67%+88.1pp |
| Employer contribution / active EE | $1,016 | $37,071-97.3% | $28,903-96.5% | $43,771-97.7% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |