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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 56-1354495 2700 SNELLING AVE. N.,300 · ROSEVILLE, MN 55113 | Investment Management | $114,022 |
IBEW LOCAL 4803+ years Service code 13 · EIN 64-0158485 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $50,208 |
WITHUMSMITH+BROWN, PC3+ 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 GROUP3+ years Service code 23 · EIN 36-4226088 2125 WEST ROSCOE STREET · CHICAGO, IL 606186219 | Insurance services | $11,308 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $9,900 |
MAXEY WANN, PLLC3+ years Service code 29 · EIN 64-0933626 210 EAST CAPITOL STREET · JACKSON, MS 39201 | Legal | $3,610 |
BRYAN CAVE LLP3+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 16 · EIN 64-0853448 4500 I-55 N., STE. 266 · JACKSON, MS 39211 | Consulting | $2,230 |
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 | $70,775 | $43,999+60.9% | $79,466-10.9% | $55,725+27.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 7.59% | 1.81%+5.8pp | 718.28%-710.7pp | 244.93%-237.3pp |
| Employer contribution / active EE | $6,718 | $1,830+267.2% | $2,800+139.9% | $2,078+223.2% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $202 | $118+72.0% | $5,104-96.0% | $115+75.6% |