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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $139,771 |
GULF STATES CONS & ADM INC9+ years Filed as: GULF STATES CONSULTANTS & ADM INC Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $72,000 |
Service code 28 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $71,985 |
ULLICO3 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $56,608 |
REYNOLDS CONSULTING SERVICES5 years Filed as: REYNOLDS CONSULTING SERVICES INC Service code 51 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Investment Mgmt Fees | $37,750 |
HANCOCK WHITNEY BANK9+ years Filed as: HANCOCK BANK Service code 19 · EIN 64-1069065 PO BOX 4019 · GULFPORT, MS 39502 | Securities Custodian | $22,089 |
SOUTHERN ACTUARIAL SERVICES5 years Filed as: SOUTHERN ACTUARIAL SERVICES LLC Service code 11 · EIN 64-6035381 68 JOPENA BOULEVARD · HOSCHTON, GA 30548 | Actuarial | $18,250 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI ADVISORS, LLC Service code 10 · EIN 72-1396621 1117 BOLL WEEVIL CIRCLE · ENTERPRISE, AL 36330 | Accounting | $17,862 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 20.30% | 11.08%+9.2pp | 8.10%+12.2pp | 8.76%+11.5pp |
| Employer contribution / active EE | $9,795 | $13,910-29.6% | $28,649-65.8% | $16,650-41.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |