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| Provider | Service type | Compensation |
|---|---|---|
BAHL & GAYNOR2 years Service code 28 · EIN 31-1297139 255 E FIFTH ST, STE 2700 · CINCINNATI, OH 45202 | Investment Management | $37,269 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $27,000 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $21,412 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE 1300 W · BETHESDA, MD 20814 | Investment Management | $19,094 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,775 |
Filed as: ZACKS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 36-3792197 227 W MONROE ST, STE 4350 · CHICAGO, IL 60606 | Investment Management | $11,180 |
Filed as: GODWIN, MORRIS, LAURENZI, BLOOMFIEL Service code 29 · EIN 62-1371542 P.O. BOX 3290 · MEMPHIS, TN 38173 | Legal | $10,800 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK NA Service code 28 · EIN 31-0841368 1555 N RIVERCENTER 300 · MILWAUKEE, WI 53212 | Investment Management | $9,682 |
Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVE. · LITTLE ROCK, AR 72201 | Actuarial | $5,300 |
MUTUAL FUNDS3+ years Filed as: MUTUAL FUNDS SEE SCHEDULES ATTACHED Service code 28 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.57% | 11.78%+1.8pp | 8.32%+5.3pp | 23.90%-10.3pp |
| Employer contribution / active EE | $7,664 | $11,309-32.2% | $30,793-75.1% | $16,539-53.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |