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| Provider | Service type | Compensation |
|---|---|---|
VICTORY6 years Filed as: VICTORY CAPITAL INVESTMENT TRUST Service code 19 · EIN 90-6240599 4249 EASTON WAY STE 43219 · COLUMBIA, OH 43219 | Securities Custodian | $58,761 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $40,155 |
Service code 28 · EIN 13-3257590 300 ATLANTIC ST STE 601 · STAMFORD, CT 06901 | Investment Management | $29,007 |
Service code 27 · EIN 58-1645832 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $25,000 |
NATIONAL INVESTMENT SERVICES4 years Service code 19 · EIN 84-3937993 777 E. WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Securities Custodian | $18,567 |
DANIELS, IRWIN & AYLOR3 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $13,750 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Filed as: BARROW HANLEY INVESTMENTS Service code 19 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Securities Custodian | $0 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 19 · EIN 34-1922005 1301 E 9TH ST., STE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
GOLDMAN SACHS3 years Filed as: CORBIN CAPITAL PARTNERS, LP Service code 19 · EIN 30-0299433 | Securities Custodian | $0 |
Filed as: MESIROW FINANCIAL Service code 19 353 N. CLARK STREET · CHICAGO, IL 60654 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,532 | $92,224-53.9% | $105,223-59.6% | $79,634-46.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 9.14% | 88.65%-79.5pp | 180.65%-171.5pp | 36.46%-27.3pp |
| Employer contribution / active EE | $9,891 | $3,965+149.5% | $3,689+168.2% | $2,529+291.1% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $143 | $1,121-87.2% | $8,859-98.4% | $1,002-85.7% |