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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 620 EIGHTH AVE., 48TH FL. · NEW YORK, NY 10018 | Investment Management | $56,397 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $56,093 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 645 FIFTH AVE. SUITE 700 · NEW YORK, NY 10022 | Investment Management | $55,643 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $14,850 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $14,250 |
HARRIS, SHELTON, HANOVER, WALSH1+ years Service code 29 · EIN 62-0225495 40 MAIN ST, STE 2700 · MEMPHIS, TN 38103 | Legal | $10,144 |
REGIONS BANK1+ years Service code 18 · EIN 63-0371391 249 EAST MAIN STREET · HENDERSONVILLE, TN 37075 | Custodial (other than securities) | $7,624 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 19 · EIN 64-0474907 50 N. FRONT STREET · MEMPHIS, TN 38103 | Securities Custodian | $250 |
MUTUAL FUNDS1+ years Filed as: MUTUAL FUNDS SEE SCHEDULES ATTACHED Service code 28 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -0.67% | -1.83%+1.2pp | -1.61%+0.9pp | 2.81%-3.5pp |
| Employer contribution / active EE | $7,212 | $9,208-21.7% | $30,840-76.6% | $16,358-55.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |