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| Provider | Service type | Compensation |
|---|---|---|
KELMAN LAZAROV2+ years Service code 27 5100 POPLAR AV · MEMPHIS, TN 38137 | Advisory (Plan) | $65,591 |
ELLIS BENEFITS GROUP, INC.2+ years Filed as: ELLIS AND WARD CONSULTING GROUP, IN Service code 11 · EIN 62-1417683 985 CORDOVA STATION AV. · CORDOVA, TN 38018 | Actuarial | $16,410 |
Filed as: NAIL MCKINNEY, P.A. Service code 10 · EIN 64-0760834 P.O. BOX 196 · TUPELO, MS 38802 | Accounting | $10,900 |
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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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 6.04% | 4.80%+1.2pp | 7.98%-1.9pp | 4.56%+1.5pp |
| Employer contribution / active EE | $12,240 | $12,906-5.2% | $23,724-48.4% | $15,526-21.2% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |