Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAHL & GAYNOR1 year Service code 28 · EIN 31-1297139 255 E FIFTH ST, STE 2700 · CINCINNATI, OH 45202 | Investment Management | $35,408 |
WESTEND ADVISORS1 year Filed as: WEST END ADVISORS, LLC Service code 28 · EIN 20-1796773 4064 COLONY RD 130 · CHARLOTTE, NC 28211 | Investment Management | $29,253 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $26,000 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $21,409 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,075 |
Filed as: GODWIN, MORRIS, LAURENZI, BLOOMFIEL Service code 29 · EIN 62-1371542 P.O. BOX 3290 · MEMPHIS, TN 38173 | Legal | $10,804 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 1555 N RIVERCENTER 300 · MILWAUKEE, WI 53212 | Securities Custodian | $9,492 |
Filed as: ZACKS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 36-3792197 227 W MONROE ST, STE 4350 · CHICAGO, IL 60606 | Investment Management | $9,426 |
Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVE. · LITTLE ROCK, AR 72201 | Actuarial | $5,300 |
MUTUAL FUNDS2+ years Filed as: MUTUAL FUNDS SEE SCHEDULES ATTACHED Service code 19 | Securities Custodian | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 5.14% | 2.79%+2.3pp | 4.16%+1.0pp | 11.88%-6.7pp |
| Employer contribution / active EE | $7,532 | $10,530-28.5% | $29,966-74.9% | $14,612-48.5% |
| 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% |