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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $58,204 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $20,000 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST SUITE 112 · MADISON, TN 37115 | Accounting | $19,300 |
POST ADVISORY GROUP2 years Service code 19 2049 CENTURY PARK E.,3050 · LOS ANGELES, CA 90067 | Securities Custodian | $17,530 |
THE BANK OF NEW YORK MELLON8 years Service code 19 400 BELLEVUE PKWY · WILMINGTON, DE 19809 | Securities Custodian | $17,529 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE,1500W · BETHESDA, MD 20814 | Securities Custodian | $0 |
FRONTIER CAPITAL MANAGEMENT10+ years Service code 19 · EIN 20-0390439 99 SUMMER STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
Filed as: GREAT GRAY TRUST COMPANY Service code 19 · EIN 92-1941236 6725 VIA AUSTI PKWY, 260 · LAS VEGAS, NV 89119 | Securities Custodian | $0 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Securities Custodian | $0 |
MUTUAL FUNDS10+ years Filed as: MUTUAL FUNDS (SEE SCHEDULES ATTACHE Service code 19 | Securities Custodian | $0 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 10.32% | 11.01%-0.7pp | 8.10%+2.2pp | 7.65%+2.7pp |
| Employer contribution / active EE | $9,621 | $13,413-28.3% | $28,649-66.4% | $20,582-53.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |