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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 | $25,281 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 399 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $20,316 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 28 3811 FREDERICA ROAD · ST. SIMONS ISLAND, GA 31522 | Investment Management | $18,410 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 1500 W. MARKET STREET · MEQUON, WI 53092 | Investment Management | $17,086 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH F · BROOKLYN, OH 44144 | Investment Management | $15,298 |
BOSTON PARTNERS2+ years Service code 28 · EIN 98-0202744 28 STATE STREET · BOSTON, MA 02109 | Investment Management | $13,943 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $11,250 |
PGIM INVESTMENTS2+ years Filed as: JENNISON Service code 28 · EIN 22-2540245 466 LEXINGTON AVE. · NEW YORK, NY 10017 | Investment Management | $9,773 |
AEW CAPITAL MANAGEMENT1 year Service code 28 · EIN 58-1359382 2 SEAPORT LANE 1600 · BOSTON, MA 022102021 | Investment Management | $8,818 |
SOUTHERNSUN2+ years Service code 28 · EIN 27-2990431 6070 POPLAR AVE., 300 · MEMPHIS, TN 38119 | Investment Management | $8,666 |
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 | $53,952 | $57,921-6.9% | $84,753-36.3% | $57,658-6.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.22% | 10.24%-5.0pp | 22.78%-17.6pp | 5.13%+0.1pp |
| Employer contribution / active EE | $2,974 | $2,598+14.4% | $3,574-16.8% | $1,974+50.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $647 | $130+399.1% | $5,333-87.9% | $95+584.7% |