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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 56-1354495 2700 SNELLING AVE. N.,300 · ROSEVILLE, MN 55113 | Investment Management | $95,063 |
Service code 13 · EIN 51-0204433 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $50,748 |
WITHUMSMITH+BROWN, PC5+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $28,400 |
UNION INSURANCE GROUP5+ years Service code 23 · EIN 36-4226088 303 W. ERIE ST, STE 310 · CHICAGO, IL 60654 | Insurance services | $11,570 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $9,075 |
FINDLEY2 years Service code 16 · EIN 64-0853448 P. O. BOX 352888 · TOLEDO, OH 43635 | Consulting | $7,710 |
MAXEY WANN, PLLC5+ years Service code 29 · EIN 64-0933626 P O BOX 3977 · JACKSON, MS 39201 | Legal | $4,981 |
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 | $75,237 | $52,722+42.7% | $90,440-16.8% | $73,412+2.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 4.16% | 20.70%-16.5pp | 1294.38%-1290.2pp | 59.30%-55.1pp |
| Employer contribution / active EE | $7,875 | $1,872+320.8% | $3,263+141.4% | $2,234+252.6% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $184 | $117+57.2% | $5,615-96.7% | $158+16.3% |