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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $23,915 |
Service code 15 · EIN 71-0177237 | Recordkeeping | $23,234 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $19,916 |
Filed as: ROBEIN URRANN SPENCER PICARD AND Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRE, LA 70002 | Legal | $15,386 |
ELLIS, TUCKER & ALDRIDGE, LLP5+ years Service code 10 · EIN 71-0436076 | Accounting | $15,104 |
LITTLE SHANEYFELT MARSHALL & CO.5+ years Filed as: LITTLE SHANNEYFELT MARSHALL & CO Service code 10 · EIN 71-0804806 | Accounting | $14,500 |
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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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 17.74% | 10.76%+7.0pp | 10.56%+7.2pp | 13.59%+4.2pp |
| Employer contribution / active EE | $9,768 | $10,184-4.1% | $30,197-67.7% | $14,592-33.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |