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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 56-1354495 2700 SNELLING AVE. N.,300 · ROSEVILLE, MN 55113 | Investment Management | $104,669 |
IBEW LOCAL 4802+ years Service code 13 · EIN 64-0158485 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $48,220 |
WITHUMSMITH+BROWN, PC2+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $25,590 |
UNION INSURANCE GROUP2+ years Service code 23 · EIN 36-4226088 2125 WEST ROSCOE STREET · CHICAGO, IL 606186219 | Insurance services | $12,029 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $9,900 |
BRYAN CAVE LLP2+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 16 · EIN 64-0853448 4500 I-55 N., STE. 266 · JACKSON, MS 39211 | Consulting | $4,520 |
MAXEY WANN, PLLC2+ years Service code 29 · EIN 64-0933626 210 EAST CAPITOL STREET · JACKSON, MS 39201 | Legal | $3,265 |
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 | $66,252 | $46,100+43.7% | $86,582-23.5% | $69,631-4.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 10.52% | 21.02%-10.5pp | 965.08%-954.6pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $7,105 | $1,850+284.1% | $2,839+150.2% | $2,032+249.6% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $194 | $94+106.8% | $4,904-96.0% | $110+75.7% |