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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 | $25,200 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 28 3811 FREDERICA ROAD · ST. SIMONS ISLAND, GA 31522 | Investment Management | $22,981 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 399 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $20,231 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 1500 W. MARKET STREET · MEQUON, WI 53092 | Investment Management | $18,709 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH F · BROOKLYN, OH 44144 | Investment Management | $15,885 |
BOSTON PARTNERS1+ years Service code 28 · EIN 98-0202744 28 STATE STREET · BOSTON, MA 02109 | Investment Management | $15,242 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,125 |
PGIM INVESTMENTS1+ years Filed as: JENNISON Service code 28 · EIN 22-2540245 466 LEXINGTON AVE. · NEW YORK, NY 10017 | Investment Management | $11,100 |
SOUTHERNSUN1+ years Service code 28 · EIN 27-2990431 6070 POPLAR AVE., 300 · MEMPHIS, TN 38119 | Investment Management | $10,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,625 | $50,498+0.3% | $75,784-33.2% | $55,191-8.3% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.05% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $2,932 | $2,291+28.0% | $3,323-11.8% | $1,899+54.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $611 | $123+396.3% | $5,300-88.5% | $91+572.6% |