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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DR 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $69,254 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $55,671 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 11590 N MERIDIAN ST 610 · CARMEL, IN 46032 | Actuarial | $14,162 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,825 |
MUTUAL & EXCHANGE TRADED FUNDS1+ years Service code 19 | Securities Custodian | $0 |
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Annual investment return 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -3.67% | 2.79%-6.5pp | 4.16%-7.8pp | 11.88%-15.5pp |
| Employer contribution / active EE | $9,594 | $10,530-8.9% | $29,966-68.0% | $14,612-34.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |