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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $585,301 |
BLACKSTONE7 years Filed as: BLACKSTONE GROUP Service code 28 · EIN 83-3025827 | Investment Management | $515,713 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-1835864 | Actuarial | $221,736 |
ALAN BILLER & ASSOCIATES11+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $130,000 |
Filed as: THE YOUNGDAHL LAW FIRM Service code 29 4203 MONTROSE BLVD STE 280 · HOUSTON, TX 77006 | Legal | $102,829 |
DODGE & COX1 year Filed as: DODGE AND COX Service code 19 801 PENNSYLVANIA AVE SUITE 219502 · KANSAS CITY, MO 641051307 | Securities Custodian | $56,888 |
Filed as: HEITMAN Service code 10 · EIN 85-4174675 | Accounting | $55,732 |
Filed as: CAMDEN ASSET MANAGEMENT Service code 52 · EIN 95-4319164 | Indirect Investment Fees | $49,086 |
DECARLO & SHANLEY3 years Filed as: SHANLEY, APC Service code 29 · EIN 95-4022565 | Legal | $45,761 |
Service code 29 223 ROSA L PARKS AVE, · NASHVILLE, TN 37203 | Legal | $37,990 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $396,305-100.0% | $396,305-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 14.0%-14.0pp | 27.7%-27.7pp |
| Annual return | -98.27% | 117.92%-216.2pp | 96.17%-194.4pp | 15.59%-113.9pp |
| Employer contribution / active EE | $0 | $30,755-100.0% | $25,602-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $292-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $3,725-100.0% | $21,009-100.0% |