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| Provider | Service type | Compensation |
|---|---|---|
GULF STATES CONS & ADM INC1+ years Service code 12 · EIN 63-0733807 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Claims processing | $64,800 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST, SUITE 610 · CARMEL, IN 46032 | Actuarial | $41,888 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $39,583 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 ONE METLIFE PLAZA · LONG ISLAND, NY 11101 | Bank Trustee | $17,097 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRYPARTNERS Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $16,519 |
ASCENSUS LLC1+ years Filed as: LEDBETTER, PARIS, SOLLARS LLC Service code 22 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBEG, OH 45342 | Insurance Broker | $13,450 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $8,971 |
KALIFEH BEDSOLE ADAMS PC1+ years Filed as: KALIFEH, BEDSOLE & COMPANY PC Service code 10 · EIN 63-1134001 1340 SLEDGE DR · MOBILE, AL 36606 | Accounting | $8,050 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.35% | -1.13%+0.8pp | -0.81%+0.5pp | 2.81%-3.2pp |
| Employer contribution / active EE | $10,000 | $14,981-33.3% | $38,425-74.0% | $16,358-38.9% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |