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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2801 HIGHWAY 280 SOUTH · BIRMINGHAM, AL 35223 | Advisory (Plan) | $33,123 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,527 |
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 | $51,758 | $75,183-31.2% | $123,894-58.2% | $55,167-6.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.30% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,583 | $2,823-8.5% | $4,617-44.1% | $1,963+31.6% |
| Participant deferral / active EE | $5,167 | $5,084+1.6% | $5,984-13.7% | $3,054+69.2% |
| Admin fee / account holder | $284 | $663-57.1% | $8,357-96.6% | $504-43.6% |