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| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST2+ years Service code 28 · EIN 75-6398238 200 CRESCENT DRIVE STE 1200 · DALLAS, TX 75201 | Investment Management | $159,986 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET STE 2920 · CHARLOTTE, NC 28202 | Investment Management | $134,319 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. STE 100 · SAVANNAH, GA 31406 | Advisory (Plan) | $101,987 |
PENN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 22-2796848 THREE CRESCENT DRIVE STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $48,121 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1887148 5400 LAUREL SPRINGS PARKWAY ST 1306 · SUWANEE, GA 30024 | Actuarial | $37,749 |
LAURI KENNEDY2+ years Filed as: LAURI KING Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, AL 36602 | Employee (plan); Direct payment from ... | $32,693 |
MATT STRINGER2+ years Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, FL 36602 | Direct payment from the plan; Employe... | $25,423 |
REGIONS BANK2+ years Service code 19 · EIN 63-0371391 11 NORTH WATERS STREET 28 FLOOR · MOBILE, FL 36602 | Securities Custodian | $23,813 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN D EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 13790 NW 4TH STREET, STE 100 · SUNRISE, FL 33325 | Accounting | $20,270 |
TAMMY GRAVES2+ years Filed as: TAMMY COBB Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, FL 36602 | Employee (plan); Direct payment from ... | $20,031 |
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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 | $233,564-100.0% | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 11.64% | 28.83%-17.2pp | 10.36%+1.3pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $37,738-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $15,661-100.0% | - |