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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 56-1354495 2700 SNELLING AVE. N.,300 · ROSEVILLE, MN 55113 | Investment Management | $106,933 |
Service code 13 · EIN 51-0204433 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $49,788 |
WITHUMSMITH+BROWN, PC4+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $27,800 |
UNION INSURANCE GROUP4+ years Service code 23 · EIN 36-4226088 303 W. ERIE ST, STE 310 · CHICAGO, IL 60654 | Insurance services | $11,570 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $9,075 |
MAXEY WANN, PLLC4+ years Service code 29 · EIN 64-0933626 P O BOX 3977 · JACKSON, MS 39201 | Legal | $3,525 |
FINDLEY1 year Service code 16 · EIN 64-0853448 P. O. BOX 352888 · TOLEDO, OH 43635 | Consulting | $1,250 |
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 | $74,436 | $54,237+37.2% | $90,304-17.6% | $67,579+10.1% |
| Participation rate | 97.3% | 68.6%+28.7pp | 73.3%+24.0pp | 71.3%+26.0pp |
| Annual return | 5.85% | 37.27%-31.4pp | 78.13%-72.3pp | 378.56%-372.7pp |
| Employer contribution / active EE | $7,554 | $1,846+309.2% | $2,855+164.6% | $2,148+251.7% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $194 | $123+57.1% | $5,354-96.4% | $142+36.2% |