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| Provider | Service type | Compensation |
|---|---|---|
EIC8+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $75,772 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $56,559 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
T R PAUL INC.1 year Filed as: PAUL STEPHEN OSBORN, F.S.A. Service code 11 124 WEST CAPITOL AVE SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $30,040 |
SAGE ADVISORY SERVICES8+ years Filed as: SAGE Service code 27 · EIN 74-2798841 | Advisory (Plan) | $25,221 |
DUMMER LAW GROUP, PLLC5 years Service code 29 · EIN 46-4066516 770 WATER ST · BILOXI, MS 39530 | Legal | $22,284 |
RBC GLOBAL ASSET MANAGEMENT8+ years Filed as: RBC GROUP Service code 27 · EIN 41-1460666 | Advisory (Plan) | $20,007 |
LOOMIS SAYLES1 year Filed as: LOOMIS Service code 27 | Advisory (Plan) | $18,564 |
RIDGEWORTH6 years Filed as: KAYNE Service code 27 · EIN 95-4575414 | Advisory (Plan) | $14,111 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $9,901 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 15.32% | 11.98%+3.3pp | 78.53%-63.2pp | 22.81%-7.5pp |
| Employer contribution / active EE | $1,892 | $19,973-90.5% | $31,607-94.0% | $18,290-89.7% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |