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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 19 3811 FREDERICA ROAD · ST. SIMONS ISLAND, GA 31522 | Securities Custodian | $38,731 |
BOSTON PARTNERS3+ years Service code 28 · EIN 98-0202744 28 STATE STREET · BOSTON, MA 02109 | Investment Management | $27,023 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $25,200 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 1500 W. MARKET STREET · MEQUON, WI 53092 | Investment Management | $16,427 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE Service code 28 620 EIGHTH AVE., 48TH FL. · NEW YORK, NY 10018 | Investment Management | $16,027 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $12,025 |
DANA INVESTMENT ADVISORS1 year Service code 28 20700 SWENSON DR., 400 · WAUKESHA, WI 53186 | Investment Management | $9,520 |
AEW CAPITAL MANAGEMENT2 years Service code 28 · EIN 58-1359382 2 SEAPORT LANE 1600 · BOSTON, MA 022102021 | Investment Management | $9,166 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PKWY. · ST. PETERSBURG, FL 33716 | Investment Management | $4,945 |
EXCHANGE BANK1 year Filed as: EXCHANGE TRADED FUNDS Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,939 | $58,726+10.6% | $92,239-29.6% | $62,293+4.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.25% | 43.62%-33.4pp | 176.29%-166.0pp | 28.90%-18.6pp |
| Employer contribution / active EE | $3,876 | $2,392+62.0% | $3,680+5.3% | $2,042+89.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $731 | $556+31.4% | $5,194-85.9% | $479+52.6% |