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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $51,256 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST 610 · CARMEL, IN 46032 | Actuarial | $21,553 |
DANIELS, IRWIN & AYLOR6+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST SUITE 112 · MADISON, TN 37115 | Accounting | $17,900 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $15,000 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $7,750 |
THE BANK OF NEW YORK MELLON4 years Service code 19 400 BELLEVUE PKWY · WILMINGTON, DE 19809 | Securities Custodian | $6,918 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 19 7501 WISCONSIN AVE,1500W · BETHESDA, MD 20814 | Securities Custodian | $0 |
FRONTIER CAPITAL MANAGEMENT6+ years Service code 19 · EIN 20-0390439 99 SUMMER STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
MUTUAL FUNDS6+ years Filed as: MUTUAL FUNDS (SEE SCHEDULES ATTACHE Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY6+ 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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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 8.87% | 6.41%+2.5pp | 8.01%+0.9pp | 11.45%-2.6pp |
| Employer contribution / active EE | $7,735 | $11,592-33.3% | $29,476-73.8% | $17,219-55.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |