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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $56,201 |
Service code 28 · EIN 22-3367558 300 FRANK W BURR BLVD,7TH · TEANECK, NJ 07666 | Investment Management | $35,338 |
CCA BLACK, LP4 years Service code 19 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Securities Custodian | $30,440 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $28,500 |
DANIELS, IRWIN & AYLOR5+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $15,600 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 645 FIFTH AVE. SUITE 700 · NEW YORK, NY 10022 | Investment Management | $15,106 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 275 SEVENTH AVE., 9TH FL. · NEW YORK, NY 100016708 | Securities Custodian | $14,323 |
Service code 29 · EIN 62-1371542 50 NORTH FRONT STREET · MEMPHIS, TN 38103 | Legal | $9,638 |
REGIONS BANK5+ years Service code 18 · EIN 63-0371391 249 EAST MAIN STREET · HENDERSONVILLE, TN 37075 | Custodial (other than securities) | $8,557 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST. 610 · CARMEL, IN 46032 | Actuarial | $7,352 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 17.92% | 11.52%+6.4pp | 10.56%+7.4pp | 16.32%+1.6pp |
| Employer contribution / active EE | $10,850 | $11,821-8.2% | $30,197-64.1% | $17,007-36.2% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |