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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $56,274 |
Service code 28 · EIN 22-3367558 300 FRANK W BURR BLVD,7TH · TEANECK, NJ 07666 | Investment Management | $38,080 |
CCA BLACK, LP3 years Service code 19 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Securities Custodian | $31,924 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $28,500 |
Service code 29 · EIN 62-1371542 50 NORTH FRONT STREET · MEMPHIS, TN 38103 | Legal | $18,089 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-4920330 275 SEVENTH AVE., 9TH FL. · NEW YORK, NY 100016708 | Securities Custodian | $16,674 |
DANIELS, IRWIN & AYLOR4+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $14,450 |
REGIONS BANK4+ years Service code 18 · EIN 63-0371391 249 EAST MAIN STREET · HENDERSONVILLE, TN 37075 | Custodial (other than securities) | $8,502 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 645 FIFTH AVE. SUITE 700 · NEW YORK, NY 10022 | Investment Management | $5,806 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST. 610 · CARMEL, IN 46032 | Actuarial | $4,800 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -2.65% | 1.05%-3.7pp | -752.26%+749.6pp | -0.69%-2.0pp |
| Employer contribution / active EE | $8,879 | $11,363-21.9% | $31,802-72.1% | $16,786-47.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |