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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $72,074 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT COMPANY Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD 2000 · JERSEY CITY, NJ 07310 | Investment Management | $54,002 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 58-2236910 1349 PEACHTREE ST. 1600 · ATLANTA, GA 30309 | Investment Management | $51,758 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIN & COMPANY Service code 28 · EIN 74-1312679 TWO HOUSTON CT. STE 2907 · HOUSTON, TX 77010 | Investment Management | $24,259 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $13,975 |
BRANSTETTER, STRANCH & JENNINGS1+ years Filed as: BRANSTETTER, STRANCH, JENNINGS Service code 29 · EIN 62-0513048 227 SECOND AVE. N. · NASHVILLE, TN 37201 | Legal | $9,694 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES/MORGAN KEEGAN Service code 28 · EIN 64-0474907 FIFTY FRONT STREET · MEMPHIS, TN 38103 | Investment Management | $4,546 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -4.55% | 0.68%-5.2pp | -1.61%-2.9pp | -0.60%-3.9pp |
| Employer contribution / active EE | $3,107 | $10,568-70.6% | $30,840-89.9% | $12,272-74.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |