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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS7+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $57,220 |
DANIELS, IRWIN & AYLOR7+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST SUITE 112 · MADISON, TN 37115 | Accounting | $18,500 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $16,250 |
THE BANK OF NEW YORK MELLON5 years Service code 19 400 BELLEVUE PKWY · WILMINGTON, DE 19809 | Securities Custodian | $8,839 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $4,911 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST Service code 19 7501 WISCONSIN AVE,1500W · BETHESDA, MD 20814 | Securities Custodian | $0 |
FRONTIER CAPITAL MANAGEMENT7+ years Service code 19 · EIN 20-0390439 99 SUMMER STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
MUTUAL FUNDS7+ years Filed as: MUTUAL FUNDS (SEE SCHEDULES ATTACHE Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY7+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO 1600 · BETHESDA, MD 20814 | Securities Custodian | $0 |
PNC BANK, N.A.6 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 ONE EAST PRATT ST., 5TH F · BALTIMORE, MD 212021128 | 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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 16.22% | 17.53%-1.3pp | 11.08%+5.1pp | 11.84%+4.4pp |
| Employer contribution / active EE | $10,091 | $12,005-15.9% | $28,418-64.5% | $17,339-41.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |