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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 | $44,221 |
STANDARD VALUATIONS7+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $28,500 |
BAHL & GAYNOR6 years Service code 28 · EIN 31-1297139 255 E FIFTH ST, STE 2700 · CINCINNATI, OH 45202 | Investment Management | $28,232 |
SOUTHERN BENEFIT ADMINISTRATORS7+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $23,562 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE 1300 W · BETHESDA, MD 20814 | Investment Management | $22,517 |
DANIELS, IRWIN & AYLOR7+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $18,000 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 1555 N RIVERCENTER 300 · MILWAUKEE, WI 53212 | Securities Custodian | $11,894 |
Filed as: GODWIN, MORRIS, LAURENZI, BLOOMFIEL Service code 29 · EIN 62-1371542 P.O. BOX 3290 · MEMPHIS, TN 38173 | Legal | $10,800 |
OSBORN CARREIRO & ASSOCIATES7+ years Filed as: OSBORN, CARREIRO & ASSOCIATES, INC. Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVE. · LITTLE ROCK, AR 72201 | Actuarial | $5,300 |
Filed as: AFL-CIO EQUITY INDEX FUND Service code 19 · EIN 27-3350609 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | 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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 15.60% | 17.53%-1.9pp | 11.08%+4.5pp | 11.84%+3.8pp |
| Employer contribution / active EE | $8,395 | $12,005-30.1% | $28,418-70.5% | $17,339-51.6% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |