| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 21 · EIN 04-2452803 | Bank Trustee | $4,184,998 |
BREDHOFF & KAISER1 year Service code 29 · EIN 52-0964534 805 15TH ST, NW, STE 1000 · WASHINGTON, DC 20005 | Legal | $744,534 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $665,915 |
TREVOR ENGLAND3+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Non-mon... | $226,357 |
DOUG JOHNSTON3+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $155,110 |
REBECCA HALEY3+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $151,889 |
ALLISON, SLUTSKY & KENNEDY3+ years Filed as: ALLISON DYE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $150,008 |
JIEUN LEE3+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $136,220 |
LISA LINDAUER3+ years Filed as: LISA ELLIS Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $127,352 |
NELDA DRAKE3+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $121,773 |
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 18.80% | 16.32%+2.5pp | 10.53%+8.3pp | 16.32%+2.5pp |
| Employer contribution / active EE | $3,525 | $12,766-72.4% | $29,360-88.0% | $12,766-72.4% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |