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| Provider | Service type | Compensation |
|---|---|---|
VICTORY3 years Filed as: VICTORY CAPITAL INVESTMENT TRUST Service code 28 · EIN 90-6240599 4249 EASTON WAY STE 43219 · COLUMBIA, OH 43219 | Investment Management | $67,062 |
Filed as: BARROW HANLEY INVESTMENTS Service code 19 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Securities Custodian | $39,299 |
SOUTHERN BENEFIT ADMINISTRATORS7+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $36,303 |
Service code 27 · EIN 58-1645832 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $22,083 |
Service code 28 · EIN 13-3257590 300 ATLANTIC ST STE 601 · STAMFORD, CT 06901 | Investment Management | $21,044 |
Filed as: DENNIS G. JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN 500 · KENNESAW, GA 30152 | Accounting | $11,700 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILLE, TN 37203 | Legal | $10,693 |
Service code 19 · EIN 84-3937993 777 E. WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Securities Custodian | $3,778 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 1345 AVE. OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL Service code 19 353 N. CLARK STREET · CHICAGO, IL 60654 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,176 | $106,236-68.8% | $112,263-70.4% | $64,824-48.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -8.37% | -6.02%-2.4pp | 27.49%-35.9pp | 32.84%-41.2pp |
| Employer contribution / active EE | $9,930 | $3,167+213.6% | $3,636+173.1% | $2,507+296.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $153 | $452-66.1% | $6,410-97.6% | $188-18.6% |