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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $23,901 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $19,970 |
LITTLE SHANEYFELT MARSHALL & CO.4+ years Filed as: LITTLE SHANNEYFELT MARSHALL & CO Service code 10 · EIN 71-0804806 | Accounting | $14,500 |
ELLIS, TUCKER & ALDRIDGE, LLP4+ years Service code 10 · EIN 71-0436076 | Accounting | $13,725 |
MEADORS ADAMS & LEE, INC.2 years Service code 22 100 RIVER MARKET AVE 300 · LITTLE ROCK, AR 72201 | Insurance Broker | $4,665 |
OSBORN CARREIRO & ASSOCIATES4+ years Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $3,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -6.50% | -2.92%-3.6pp | -752.26%+745.8pp | 10.56%-17.1pp |
| Employer contribution / active EE | $11,142 | $9,485+17.5% | $31,802-65.0% | $13,643-18.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |