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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW HANLEY INVESTMENTS Service code 28 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Investment Management | $68,952 |
VICTORY2 years Filed as: VICTORY CAPITAL INVESTMENT TRUST Service code 28 · EIN 90-6240599 4249 EASTON WAY STE 43219 · COLUMBUS, OH 43219 | Investment Management | $45,886 |
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $36,000 |
Service code 27 · EIN 58-1645832 570 EAST YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $15,000 |
POST ADVISORY GROUP2 years Filed as: POST ADVISIORY GROUP LLC Service code 28 · EIN 95-4814300 2049 CENTURY PARK EAST STE 3050 · LOS ANGELES, CA 90067 | Investment Management | $12,604 |
Service code 29 · EIN 62-0513048 227 SECOND AVE NORTH · NASHVILLE, TN 37201 | Legal | $9,169 |
Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,684 | $88,770-60.9% | $109,188-68.2% | $93,010-62.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 29.04% | 60.64%-31.6pp | 25.76%+3.3pp | 158.70%-129.7pp |
| Employer contribution / active EE | $3,271 | $3,780-13.5% | $3,723-12.1% | $2,705+20.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $138 | $172-20.1% | $6,755-98.0% | $152-9.2% |