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| Provider | Service type | Compensation |
|---|---|---|
GULF STATES CONS & ADM INC6+ 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 ASSOCIATES6+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPULAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $36,308 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U S BANK Service code 51 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Investment Mgmt Fees | $16,624 |
Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 64-6035381 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $6,250 |
KALIFEH BEDSOLE ADAMS PC5 years Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $5,850 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 10.71% | 6.95%+3.8pp | 8.01%+2.7pp | 627.08%-616.4pp |
| Employer contribution / active EE | $2,689 | $11,635-76.9% | $29,475-90.9% | $18,824-85.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |