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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $102,795 |
Service code 13 · EIN 51-0204433 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $52,689 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 17 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $46,400 |
WITHUMSMITH+BROWN, PC7+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $30,700 |
MAXEY WANN, PLLC7+ years Service code 29 · EIN 64-0933626 P O BOX 3977 · JACKSON, MS 39201 | Legal | $25,984 |
UNION INSURANCE GROUP7+ years Service code 23 · EIN 36-4226088 303 W. ERIE ST, STE 310 · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $11,626 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $9,900 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 17 · EIN 34-1213174 5301 VIRGINIA WAY,STE 400 · BRENTWOOD, TN 37027 | Pension Consulting | $5,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,206 | $47,766+70.0% | $82,744-1.9% | $64,819+25.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -12.95% | -13.06%+0.1pp | 702.22%-715.2pp | 32.84%-45.8pp |
| Employer contribution / active EE | $9,118 | $2,182+317.9% | $3,008+203.1% | $2,507+263.7% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $259 | $143+81.3% | $5,325-95.1% | $188+38.0% |