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| Provider | Service type | Compensation |
|---|---|---|
BAHL & GAYNOR3 years Service code 28 · EIN 31-1297139 255 E FIFTH ST, STE 2700 · CINCINNATI, OH 45202 | Investment Management | $34,428 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $28,000 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $21,408 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE 1300 W · BETHESDA, MD 20814 | Investment Management | $20,073 |
Filed as: ZACKS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 36-3792197 227 W MONROE ST, STE 4350 · CHICAGO, IL 60606 | Investment Management | $16,542 |
DANIELS, IRWIN & AYLOR4+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,700 |
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 MELLON4+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 1555 N RIVERCENTER 300 · MILWAUKEE, WI 53212 | Securities Custodian | $9,816 |
Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVE. · LITTLE ROCK, AR 72201 | Actuarial | $5,300 |
Filed as: MONEY MARKET AND MUTUAL FUNDS Service code 19 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -2.08% | 4.25%-6.3pp | -752.26%+750.2pp | 0.19%-2.3pp |
| Employer contribution / active EE | $7,630 | $11,906-35.9% | $31,802-76.0% | $13,763-44.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |