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| Provider | Service type | Compensation |
|---|---|---|
GULF STATES CONS & ADM INC2 years Filed as: GULF STATES CONS & ADMIN INC Service code 12 · EIN 63-0733807 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Claims processing | $68,800 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARIS SOLLARS LLC Service code 22 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBERG, OH 45342 | Insurance Broker | $53,427 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST, SUITE 610 · CARMEL, IN 460324529 | Actuarial | $43,213 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $40,000 |
FOUNDRY PARTNERS2 years Service code 51 · EIN 46-1184506 510 FIRST AVE NORTH SUITE 409 · MINNPOLIS, MN 55403 | Investment Mgmt Fees | $17,328 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 ONE METLIFE PLAZA · LONG ISLAND, NY 11101 | Bank Trustee | $16,961 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $9,393 |
KALIFEH BEDSOLE ADAMS PC2 years Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.83% | 13.03%+0.8pp | 10.36%+3.5pp | 23.90%-10.1pp |
| Employer contribution / active EE | $10,598 | $15,779-32.8% | $37,738-71.9% | $16,539-35.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |