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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0177237 | Recordkeeping | $41,153 |
Filed as: RAYMOND JAMES Service code 28 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $25,962 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $21,685 |
LITTLE SHANEYFELT MARSHALL & CO.8+ years Filed as: LITTLE SHANNEYFELT MARSHALL & CO Service code 10 · EIN 71-0804806 | Accounting | $14,500 |
ELLIS, TUCKER & ALDRIDGE, LLP8+ years Service code 10 · EIN 71-0436076 | Accounting | $11,014 |
Filed as: ROBEIN URRANN SPENCER PICARD AND Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRE, LA 70002 | Legal | $10,704 |
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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Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -17.80% | -4.92%-12.9pp | -5.84%-12.0pp | -5.25%-12.6pp |
| Employer contribution / active EE | $9,331 | $10,994-15.1% | $31,839-70.7% | $15,161-38.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |