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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,000 |
RBC GLOBAL ASSET MANAGEMENT7+ years Filed as: RBC GROUP Service code 27 · EIN 41-1460666 | Advisory (Plan) | $28,998 |
EIC7+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $23,545 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $17,083 |
KALIFEH BEDSOLE ADAMS PC3 years Filed as: KALIFEH BEDSOLE ADAMS,PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $14,180 |
HANCOCK WHITNEY BANK4 years Filed as: HANCOCK/WHITNEY Service code 27 · EIN 64-0169065 | Advisory (Plan) | $7,016 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -13.92% | 93.59%-107.5pp | 22.50%-36.4pp | 39.82%-53.7pp |
| Employer contribution / active EE | $15,429 | $17,832-13.5% | $33,849-54.4% | $19,980-22.8% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |