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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $68,656 |
AMALGAMATED BANK9 years Service code 19 · EIN 13-4920330 275 SEVENTH AVE., 9TH FL. · NEW YORK, NY 100016708 | Securities Custodian | $40,500 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $30,495 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $21,150 |
ULLICO1 year Service code 19 8403 COLESVILLE RD 13THFL · SILVER SPRING, MD 20910 | Securities Custodian | $21,142 |
Service code 29 · EIN 62-1371542 50 NORTH FRONT STREET · MEMPHIS, TN 38103 | Legal | $16,208 |
REGIONS BANK10+ years Service code 18 · EIN 63-0371391 249 EAST MAIN STREET · HENDERSONVILLE, TN 37075 | Custodial (other than securities) | $13,078 |
Service code 28 · EIN 14-6131155 384 N GRAND ST PO BOX 399 · COBLESKILL, NY 12043 | Investment Management | $11,630 |
CCA BLACK, LP9 years Service code 19 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Securities Custodian | $11,043 |
BENESYS, INC.9 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST. 610 · CARMEL, IN 46032 | Actuarial | $6,400 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.11% | 11.08%+2.0pp | 8.10%+5.0pp | 8.76%+4.4pp |
| Employer contribution / active EE | $10,250 | $13,910-26.3% | $28,649-64.2% | $16,664-38.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |