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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS8+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $58,698 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $20,000 |
DANIELS, IRWIN & AYLOR8+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST SUITE 112 · MADISON, TN 37115 | Accounting | $15,450 |
THE BANK OF NEW YORK MELLON6 years Service code 19 400 BELLEVUE PKWY · WILMINGTON, DE 19809 | Securities Custodian | $11,099 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $7,514 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE,1500W · BETHESDA, MD 20814 | Securities Custodian | $0 |
FRONTIER CAPITAL MANAGEMENT8+ years Service code 19 · EIN 20-0390439 99 SUMMER STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Securities Custodian | $0 |
MUTUAL FUNDS8+ years Filed as: MUTUAL FUNDS (SEE SCHEDULES ATTACHE Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY8+ 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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.98% | -6.78%-5.2pp | -5.85%-6.1pp | 39.82%-51.8pp |
| Employer contribution / active EE | $10,753 | $13,335-19.4% | $31,839-66.2% | $19,980-46.2% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |