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| Provider | Service type | Compensation |
|---|---|---|
GULF STATES CONS & ADM INC4+ years Filed as: GULF STATES CONSULTANTS & ADMIN INC Service code 13 · EIN 63-0733807 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $48,000 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPULAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $38,962 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U S BANK Service code 51 · EIN 31-0841368 1555 N RIVERCENTER DRIVE SUITE 300 · MILWAUKEE, WI 53212 | Investment Mgmt Fees | $18,769 |
KALIFEH BEDSOLE ADAMS PC3 years Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $5,700 |
SOUTHERN ACTUARIAL SERVICES3 years Filed as: SOUTHERN ACTUARIAL SERVICES INC Service code 11 · EIN 64-6035381 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $5,300 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARIS SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBERG, OH 45342 | Legal | $1,870 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -7.44% | -1.53%-5.9pp | -2.18%-5.3pp | -0.69%-6.8pp |
| Employer contribution / active EE | $2,107 | $14,498-85.5% | $38,751-94.6% | $16,786-87.4% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |