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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $56,269 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 620 EIGHTH AVE., 48TH FL. · NEW YORK, NY 10018 | Investment Management | $35,975 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $28,500 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH ST., 1400 · CLEVELAND, OH 44114 | Investment Management | $28,248 |
CCA BLACK, LP1 year Service code 19 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Securities Custodian | $25,397 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 645 FIFTH AVE. SUITE 700 · NEW YORK, NY 10022 | Investment Management | $24,947 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $21,834 |
Service code 28 · EIN 22-3367558 300 FRANK W BURR BLVD,7TH · TEANECK, NJ 07666 | Investment Management | $18,503 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 275 SEVENTH AVE., 9TH FL. · NEW YORK, NY 100016708 | Securities Custodian | $15,228 |
Service code 29 · EIN 62-1371542 50 NORTH FRONT STREET · MEMPHIS, TN 38103 | Legal | $13,013 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 7.77% | 2.79%+5.0pp | 4.16%+3.6pp | 11.88%-4.1pp |
| Employer contribution / active EE | $7,206 | $10,530-31.6% | $29,966-76.0% | $14,612-50.7% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |