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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS8+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $68,634 |
REYNOLDS CONSULTING SERVICES8+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $29,498 |
CCA BLACK, LP7 years Service code 19 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Securities Custodian | $26,804 |
AMALGAMATED BANK7 years Service code 19 · EIN 13-4920330 275 SEVENTH AVE., 9TH FL. · NEW YORK, NY 100016708 | Securities Custodian | $22,882 |
Service code 29 · EIN 62-1371542 50 NORTH FRONT STREET · MEMPHIS, TN 38103 | Legal | $17,074 |
DANIELS, IRWIN & AYLOR8+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $15,700 |
REGIONS BANK8+ years Service code 18 · EIN 63-0371391 249 EAST MAIN STREET · HENDERSONVILLE, TN 37075 | Custodial (other than securities) | $7,777 |
BENESYS, INC.7 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST. 610 · CARMEL, IN 46032 | Actuarial | $6,575 |
Filed as: BOYD WATTERSON Service code 19 · EIN 34-1922005 1801 EAST 9TH ST., 1400 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
MONEY CONCEPTS CAPITAL CORP5 years Filed as: MONEY MARKET AND MUTUAL FUNDS Service code 19 | Securities Custodian | $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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.74% | -6.78%-5.0pp | -5.85%-5.9pp | 39.77%-51.5pp |
| Employer contribution / active EE | $8,683 | $13,335-34.9% | $31,839-72.7% | $19,959-56.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |