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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPULAR AVE SUITE703 · MEMPHIS, TN 38119 | Advisory (Plan) | $32,676 |
GULF STATES CONS & ADM INC2+ years Filed as: GULF STATES CONSULTANTS & ADMIN INC Service code 13 · EIN 63-0733807 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $30,000 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARIS SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBERG, OH 45342 | Legal | $19,530 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U S BANK Service code 51 · EIN 31-0841368 1555N RIVERCENTER DRIVE SUITE 300 · MILWAUKEE, WI 53212 | Investment Mgmt Fees | $10,124 |
KALIFEH BEDSOLE ADAMS PC1 year Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $5,075 |
Filed as: SOUTHERN ACTUARIAL SERVICES INC Service code 11 · EIN 64-6035381 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $3,825 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.62% | 5.80%+0.8pp | 4.74%+1.9pp | 11.88%-5.3pp |
| Employer contribution / active EE | $2,011 | $15,506-87.0% | $36,089-94.4% | $14,612-86.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |