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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS9 years Service code 28 ONE BEACON STREET, 30 FL · BOSTON, MA 02108 | Investment Management | $116,632 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $84,356 |
LOOMIS SAYLES9 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 19 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Securities Custodian | $68,524 |
POLEN CAPITAL9 years Service code 28 1825 NW CORPORATE BLVD ST · BOCA RATON, FL 33431 | Investment Management | $39,928 |
Filed as: RAYMOND JAMES Service code 19 · EIN 64-0474907 FIFTY FRONT STREET · MEMPHIS, TN 38103 | Securities Custodian | $34,644 |
FAYEZ SAROFIM & CO10+ years Filed as: FAYEZ SAROFIN & COMPANY Service code 28 · EIN 74-1312679 TWO HOUSTON CT. STE 2907 · HOUSTON, TX 77010 | Investment Management | $26,135 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $18,525 |
Service code 29 · EIN 62-0513048 223 ROSA L. PARKS, 200 · NASHVILLE, TN 37203 | Legal | $17,747 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 27-3350609 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Securities Custodian | $17,580 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST. 610 · CARMEL, IN 46032 | Actuarial | $6,400 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.36% | 11.08%+3.3pp | 8.10%+6.3pp | 8.76%+5.6pp |
| Employer contribution / active EE | $5,426 | $13,910-61.0% | $28,649-81.1% | $16,650-67.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |