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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $65,000 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $56,760 |
Service code 19 · EIN 91-1163419 1200 6TH AVE 700 · SEATTLE, WA 98101 | Securities Custodian | $46,413 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $31,382 |
ORLEANS CAPITAL MANAGEMENT10+ years Service code 28 P.O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $29,953 |
COMERICA BANK1 year Filed as: COMERICA BANK & TRUST, N.A. Service code 19 · EIN 83-6457566 101 NORTH MAIN STREET · ANN ARBOR, MI 48104 | Securities Custodian | $26,979 |
Filed as: NATIONAL INVESTMENT SERVICES, LLC Service code 19 · EIN 84-3937993 777 E WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Securities Custodian | $25,704 |
HANCOCK WHITNEY BANK6 years Service code 19 · EIN 72-0210640 2510 14TH ST · GULFPORT, MS 39501 | Securities Custodian | $22,066 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $17,425 |
ROBEIN URANN SPENCER PICARD & CANGE10+ years Filed as: ROBEIN, URANN, SPENCER & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $10,404 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,930 | $92,224+12.7% | $105,223-1.2% | $79,634+30.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 5.03% | 88.65%-83.6pp | 180.65%-175.6pp | 36.46%-31.4pp |
| Employer contribution / active EE | $11,735 | $3,965+196.0% | $3,689+218.1% | $2,529+364.0% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $400 | $1,121-64.3% | $8,859-95.5% | $1,002-60.1% |