Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $72,711 |
GULF STATES CONS & ADM INC2+ 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 |
Service code 28 · EIN 11-3786306 1270 SOLDIERS IELD ROAD · BOSTON, MA 02135 | Investment Management | $47,187 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: RENOLDS CONSULTING SERVICES LLC Service code 51 · EIN 20-1899564 410 JERICHO TURNPIKE SUITE 304 · JERICHO, NY 11753 | Investment Mgmt Fees | $28,750 |
BOYD WATTERSON ASSET MANAGEMENT2+ 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 | $17,361 |
SOUTHERN ACTUARIAL SERVICES2+ years Filed as: SOUTHERN ACTUARY SERVICES CO INC Service code 11 · EIN 64-6035381 3069 AMWILER ROAD SUITE 3 · ATLANTA, GA 30360 | Actuarial | $16,250 |
HANCOCK WHITNEY BANK2+ years Filed as: HANCOCK BANK Service code 19 · EIN 64-1069065 PO BOX 4019 · GULFPORT, MS 39502 | Securities Custodian | $11,330 |
KALIFEH BEDSOLE ADAMS PC1 year Filed as: KALIFEH, BEDSOLE & COMPANY, PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $8,150 |
Filed as: GODWIN,MORRIS,LAURENZI & BLOOMFIELD Service code 10 · EIN 62-1371542 50 N FRONT STREET SUITE 800 · MEMPHIS, TN 38103 | Accounting | $7,325 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 15.76% | 13.03%+2.7pp | 10.36%+5.4pp | 23.90%-8.1pp |
| Employer contribution / active EE | $5,464 | $15,779-65.4% | $37,738-85.5% | $16,539-67.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |