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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $23,937 |
Service code 15 · EIN 71-0177237 | Recordkeeping | $21,780 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $19,978 |
LITTLE SHANEYFELT MARSHALL & CO.6+ years Filed as: LITTLE SHANNEYFELT MARSHALL & CO Service code 10 · EIN 71-0804806 | Accounting | $14,500 |
ELLIS, TUCKER & ALDRIDGE, LLP6+ years Service code 10 · EIN 71-0436076 | Accounting | $12,906 |
Filed as: ROBEIN URRANN SPENCER PICARD AND Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRE, LA 70002 | Legal | $12,799 |
OSBORN CARREIRO & ASSOCIATES6+ 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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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 8.28% | 9.38%-1.1pp | 8.01%+0.3pp | 9.29%-1.0pp |
| Employer contribution / active EE | $7,569 | $9,605-21.2% | $29,475-74.3% | $15,168-50.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |