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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $72,476 |
BOSTON PARTNERS1 year Service code 28 ONE BEACON STREET, 30 FL · BOSTON, MA 02108 | Investment Management | $49,676 |
POLEN CAPITAL1 year Service code 28 1825 NW CORPORATE BLVD ST · BOCA RATON, FL 33431 | Investment Management | $31,590 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES/MORGAN KEEGAN Service code 28 · EIN 64-0474907 FIFTY FRONT STREET · MEMPHIS, TN 38103 | Investment Management | $31,299 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $25,969 |
FAYEZ SAROFIM & CO2+ years Filed as: FAYEZ SAROFIN & COMPANY Service code 28 · EIN 74-1312679 TWO HOUSTON CT. STE 2907 · HOUSTON, TX 77010 | Investment Management | $24,864 |
BRANSTETTER, STRANCH & JENNINGS2+ years Filed as: BRANSTETTER, STRANCH, JENNINGS Service code 29 · EIN 62-0513048 227 SECOND AVE. N. · NASHVILLE, TN 37201 | Legal | $14,981 |
DANIELS, IRWIN & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $14,550 |
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Employer contribution per participant 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.22% | 3.49%+1.7pp | 4.16%+1.1pp | 7.18%-2.0pp |
| Employer contribution / active EE | $3,321 | $11,083-70.0% | $29,966-88.9% | $13,095-74.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |