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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 56-1354495 2700 SNELLING AVE. N.,300 · ROSEVILLE, MN 55113 | Investment Management | $81,413 |
IBEW LOCAL 4801+ years Service code 13 · EIN 64-0158485 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $52,576 |
WITHUMSMITH+BROWN, PC1+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $25,500 |
UNION INSURANCE GROUP1+ years Service code 23 · EIN 36-4226088 2125 WEST ROSCOE STREET · CHICAGO, IL 606186219 | Insurance services | $11,070 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $10,725 |
BRYAN CAVE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 16 · EIN 64-0853448 4500 I-55 N., STE. 266 · JACKSON, MS 39211 | Consulting | $10,151 |
MAXEY WANN, PLLC1+ years Service code 29 · EIN 64-0933626 210 EAST CAPITOL STREET · JACKSON, MS 39201 | Legal | $2,442 |
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 | $60,529 | $39,859+51.9% | $78,676-23.1% | $57,658+5.0% |
| Participation rate | 99.3% | 66.1%+33.2pp | 73.6%+25.7pp | 70.2%+29.1pp |
| Annual return | 2.40% | 18.96%-16.6pp | 62.19%-59.8pp | 5.13%-2.7pp |
| Employer contribution / active EE | $6,429 | $1,786+260.0% | $2,850+125.6% | $1,974+225.7% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $182 | $76+138.3% | $4,510-96.0% | $95+92.1% |