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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 | $42,320 |
PENN CAPITAL MANAGEMENT2+ years Service code 19 · EIN 51-0428915 THREE CRESCENT DR.,400 · PHILADELPHIA, PA 19112 | Securities Custodian | $24,237 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $15,000 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST SUITE 112 · MADISON, TN 37115 | Accounting | $12,600 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $10,170 |
MUTUAL FUNDS2+ years Filed as: MUTUAL FUNDS (SEE SCHEDULES ATTACHE Service code 19 | Securities Custodian | $7 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 19 7501 WISCONSIN AVE,1500W · BETHESDA, MD 20814 | Securities Custodian | $0 |
FRONTIER CAPITAL MANAGEMENT2+ years Service code 19 · EIN 20-0390439 99 SUMMER STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
MONEY CONCEPTS CAPITAL CORP2+ years Filed as: MONEY MARKET FUND (SEE SCHEDULE ATT Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO 1600 · BETHESDA, MD 20814 | 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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 11.04% | 3.12%+7.9pp | 4.16%+6.9pp | 4.56%+6.5pp |
| Employer contribution / active EE | $10,237 | $10,957-6.6% | $29,966-65.8% | $15,526-34.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |