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| Provider | Service type | Compensation |
|---|---|---|
DELTA ASSET MANAGEMENT, LLC3+ years Filed as: DELTA ASSET MANAGEMENT Service code 28 · EIN 62-1855684 | Investment Management | $19,306 |
ELLIS BENEFITS GROUP, INC.3+ years Service code 11 985 CORDOVA STATION, SUITE 102 · CORDOVA, TN 38018 | Actuarial | $15,755 |
FTB ADVISORS, INC.2 years Filed as: FTB ADVISORS TRUST SERVICES Service code 21 165 MADISON AVENUE, SUITE 1400 · MEMPHIS, TN 38103 | Bank Trustee | $12,269 |
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Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 3.20% | -5.34%+8.5pp | 12.68%-9.5pp | -82.67%+85.9pp |
| Employer contribution / active EE | $8,000 | $31,322-74.5% | $22,860-65.0% | $43,771-81.7% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |