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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 | $49,118 |
SOUTHERN BENEFIT ADMINISTRATORS8+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $30,825 |
STANDARD VALUATIONS8+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $30,500 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE 1300 W · BETHESDA, MD 20814 | Investment Management | $22,574 |
DANIELS, IRWIN & AYLOR8+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $15,950 |
Filed as: GODWIN, MORRIS, LAURENZI, BLOOMFIEL Service code 29 · EIN 62-1371542 P.O. BOX 3290 · MEMPHIS, TN 38173 | Legal | $10,982 |
Filed as: BOYD WATTERSON Service code 19 1301 E. 9TH ST 2900 · CLEVELAND, OH 44114 | Securities Custodian | $10,859 |
OSBORN CARREIRO & ASSOCIATES8+ 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 |
MONEY CONCEPTS CAPITAL CORP5 years Filed as: MONEY MARKET AND MUTUAL FUNDS Service code 19 | 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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -14.13% | -6.78%-7.3pp | -5.85%-8.3pp | 39.77%-53.9pp |
| Employer contribution / active EE | $7,934 | $13,335-40.5% | $31,839-75.1% | $19,959-60.2% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |