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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 11-3786306 1270 SOLDIERS IELD ROAD · BOSTON, MA 02135 | Investment Management | $107,734 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $88,835 |
GULF STATES CONS & ADM INC1+ years Filed as: GULF STATES CONSULTANTS & ADM INC Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $57,600 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: RENOLDS CONSULTING SERVICES LLC Service code 51 · EIN 20-1899564 410 JERICHO TURNPIKE SUITE 304 · JERICHO, NY 11753 | Investment Mgmt Fees | $25,000 |
SOUTHERN ACTUARIAL SERVICES1+ years Filed as: SOUTHERN ACTUARY SERVICES CO INC Service code 11 · EIN 64-6035381 3069 AMWILER ROAD SUITE 3 · ATLANTA, GA 30360 | Actuarial | $16,200 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 1801 E 9TH STREET SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $14,775 |
HANCOCK WHITNEY BANK1+ years Filed as: HANCOCK BANK Service code 19 · EIN 64-1069065 PO BOX 4019 · GULFPORT, MS 39502 | Securities Custodian | $14,347 |
Filed as: GODWIN,MORRIS,LAURENZI & BLOOMFIELD Service code 10 · EIN 62-1371542 50 N FRONT STREET SUITE 800 · MEMPHIS, TN 38103 | Accounting | $9,344 |
KALIFEH BEDSOLE ADAMS PC1+ years Filed as: KALIFEH, BEDSOLE ADAMS, PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $7,250 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 500 STANTON CHRISTIANA RD · NEWARK, DE 19713 | Discretionary Trustee | $6,785 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.33% | 5.13%+0.2pp | 4.74%+0.6pp | 7.18%-1.9pp |
| Employer contribution / active EE | $4,376 | $14,689-70.2% | $36,089-87.9% | $13,095-66.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |