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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 36-3792197 227 W MONROE ST, STE 4350 · CHICAGO, IL 60606 | Investment Management | $57,960 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,938 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $34,000 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $19,100 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE 1300 W · BETHESDA, MD 20814 | Investment Management | $15,185 |
GODWIN MORRIS LAURENZI & BLOOMFIELD10+ years Filed as: GODWIN, MORRIS, LAURENZI, BLOOMFIEL Service code 29 · EIN 62-1371542 P.O. BOX 3290 · MEMPHIS, TN 38173 | Legal | $11,074 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 1555 N RIVERSIDE DR STE 3 · MILWAUKEE, WI 53212 | Securities Custodian | $8,755 |
Filed as: BOYD WATTERSON Service code 19 1301 E. 9TH ST 2900 · CLEVELAND, OH 44114 | Securities Custodian | $6,970 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVE. · LITTLE ROCK, AR 72201 | Actuarial | $5,300 |
Service code 28 · EIN 92-1941236 6725 VIA AUSTI PKWY 260 · LAS VEGAS, NV 89119 | Investment Management | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.91% | 11.08%+1.8pp | 8.10%+4.8pp | 8.76%+4.1pp |
| Employer contribution / active EE | $8,743 | $13,910-37.1% | $28,649-69.5% | $16,664-47.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |