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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 | $44,886 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $32,500 |
SOUTHERN BENEFIT ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $30,474 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE 1300 W · BETHESDA, MD 20814 | Investment Management | $19,755 |
DANIELS, IRWIN & AYLOR9+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $19,150 |
Filed as: GODWIN, MORRIS, LAURENZI, BLOOMFIEL Service code 29 · EIN 62-1371542 P.O. BOX 3290 · MEMPHIS, TN 38173 | Legal | $10,800 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 1555 N RIVERSIDE DR STE 3 · MILWAUKEE, WI 53212 | Securities Custodian | $7,796 |
Filed as: BOYD WATTERSON Service code 19 1301 E. 9TH ST 2900 · CLEVELAND, OH 44114 | Securities Custodian | $7,045 |
OSBORN CARREIRO & ASSOCIATES9+ 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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 12.09% | 7.15%+4.9pp | 20.18%-8.1pp | 37.74%-25.6pp |
| Employer contribution / active EE | $7,699 | $13,270-42.0% | $29,108-73.6% | $15,788-51.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |