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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $118,286 |
ARGENT TRUST COMPANY2+ years Filed as: ARGENT TRUST CO. Service code 20 · EIN 72-1173060 | Trustee (individual) | $14,099 |
HEARD MCELROY & VESTAL, LLC2+ years Filed as: HEARD, MCELROY AND VESTAL, LLC Service code 10 · EIN 72-0398470 | Accounting | $9,250 |
Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $6,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 2.83% | 5.54%-2.7pp | 4.72%-1.9pp | 11.88%-9.0pp |
| Employer contribution / active EE | $3,565 | $25,709-86.1% | $30,821-88.4% | $14,612-75.6% |
| Participant deferral / active EE | $5,185 | $2,149+141.3% | $113+4484.3% | $518+900.2% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |