Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLETTE ADMINISTRATORS1+ years Service code 14 · EIN 64-0602505 4619 MAIN ST STE A · MOSS POINT, MS 39563 | Plan Administrator | $50,050 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN OSBORNE Service code 11 · EIN 71-0631123 | Actuarial | $50,050 |
EIC1+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $20,823 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD Service code 27 · EIN 43-1468106 | Advisory (Plan) | $18,696 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON Service code 27 · EIN 95-4575414 | Advisory (Plan) | $15,333 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE Service code 27 · EIN 74-2798841 | Advisory (Plan) | $14,149 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 27 | Advisory (Plan) | $9,891 |
LARRY MASSEY1+ years Service code 10 · EIN 02-0774404 605 A LYNN AVE · LONG BEACH, MS 39560 | Accounting | $6,048 |
HANCOCK WHITNEY BANK1+ years Filed as: HANCOCK BANK Service code 27 · EIN 64-0169065 | Advisory (Plan) | $5,661 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 5.38% | 5.54%-0.2pp | 4.72%+0.7pp | 11.88%-6.5pp |
| Employer contribution / active EE | $8,994 | $25,709-65.0% | $30,821-70.8% | $14,612-38.5% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |