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| Provider | Service type | Compensation |
|---|---|---|
ELLIS BENEFITS GROUP, INC.4+ years Service code 11 985 CORDOVA STATION, SUITE 102 · CORDOVA, TN 38018 | Actuarial | $18,135 |
DELTA ASSET MANAGEMENT, LLC4+ years Filed as: DELTA ASSET MANAGEMENT Service code 28 · EIN 62-1855684 | Investment Management | $17,480 |
FTB ADVISORS, INC.3 years Filed as: FTB ADVISORS TRUST SERVICES Service code 21 165 MADISON AVENUE, SUITE 1400 · MEMPHIS, TN 38103 | Bank Trustee | $13,220 |
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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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 12.01% | 4.63%+7.4pp | 29.77%-17.8pp | 12.16%-0.1pp |
| Employer contribution / active EE | $135,564 | $51,918+161.1% | $33,607+303.4% | $44,747+203.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |