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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2801 HIGHWAY 280 SOUTH · BIRMINGHAM, AL 35223 | Advisory (Plan) | $39,098 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,680 |
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 | $56,385 | $73,102-22.9% | $123,552-54.4% | $56,287+0.2% |
| Participation rate | 98.6% | 74.3%+24.2pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -7.00% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $4,129 | $2,977+38.7% | $4,628-10.8% | $2,111+95.6% |
| Participant deferral / active EE | $5,863 | $5,423+8.1% | $6,426-8.8% | $3,350+75.0% |
| Admin fee / account holder | $234 | $554-57.7% | $9,285-97.5% | $521-55.0% |