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| Provider | Service type | Compensation |
|---|---|---|
THE KBA GROUP PC1 year Service code 10 · EIN 63-1134001 720 EXECUTIVE PARK DRIVE · MOBILE, AL 36606 | Accounting | $37,500 |
MILLETTE ADMINISTRATORS1 year Service code 13 · EIN 64-0784023 4836 MAIN STREET · MOSS POINT, MS 39563 | Contract Administrator | $19,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,310 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISOR FIN NETWORK LLC Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $16,870 |
LOPER LAW LLC1 year Filed as: LOPER LAW Service code 29 452 GOVERNMENT ST · MOBILE, AL 36602 | Legal | $9,630 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 0.0%0pp | 2.4%-2.4pp |
| Annual return | 7.59% | 7.94%-0.3pp | 19.79%-12.2pp | 7.94%-0.3pp |
| Employer contribution / active EE | $18,692 | $18,544+0.8% | $30,350-38.4% | $18,544+0.8% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $72-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |