| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORPORATI Service code 21 · EIN 04-2452803 | Bank Trustee | $4,108,934 |
BREDHOFF & KAISER2+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $895,256 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $378,492 |
BOND BROTHERS2+ years Filed as: BOND BEEBE ACCOUNTANTS AND ADVISORS Service code 10 · EIN 52-1044197 | Accounting | $273,364 |
TREVOR ENGLAND2+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Non-monetary compens... | $199,961 |
ALLISON, SLUTSKY & KENNEDY2+ years Filed as: ALLISON DYE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $152,787 |
DOUG JOHNSTON2+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $145,123 |
REBECCA HALEY2+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $134,450 |
JIEUN LEE2+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $122,316 |
MCCLARTY BEAUBIEN, PLLC2+ years Service code 49 · EIN 47-4428611 | Other Services | $119,422 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $169,917-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.3%-10.3pp | 5.5%-5.5pp |
| Annual return | 10.34% | 5.86%+4.5pp | 7.98%+2.4pp | 5.86%+4.5pp |
| Employer contribution / active EE | $2,269 | $10,137-77.6% | $23,724-90.4% | $10,137-77.6% |
| Participant deferral / active EE | $0 | $492-100.0% | $53-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $636-100.0% | $387-100.0% |