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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GULF STATES CONS & ADMIN INC Service code 12 · EIN 63-0733807 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Claims processing | $64,800 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $43,333 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST, SUITE 610 · CARMEL, IN 46032 | Actuarial | $38,888 |
FOUNDRY PARTNERS1 year Service code 51 · EIN 46-1184506 510 FIRST AVE NORTH SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $17,177 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 ONE METLIFE PLAZA · LONG ISLAND, NY 11101 | Bank Trustee | $16,944 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARIS SOLLARS LLC Service code 22 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBERG, OH 45342 | Insurance Broker | $14,886 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $8,622 |
KALIFEH BEDSOLE ADAMS PC1 year Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $8,400 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.30% | 5.13%+3.2pp | 4.74%+3.6pp | 7.18%+1.1pp |
| Employer contribution / active EE | $9,489 | $14,689-35.4% | $36,089-73.7% | $13,095-27.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |