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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE. 1300W · BETHESDA, MD 20814 | Investment Management | $160,400 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH · STAMFORD, CT 06901 | Investment Management | $121,226 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT Service code 28 360 PARK AVENUE S. · NEW YORK, NY 10010 | Investment Management | $117,115 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 605 THIRD AVE · NEW YORK, NY 101583698 | Investment Management | $112,616 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 19 · EIN 94-3112180 55 EAST 52ND STREET · NEW YORK, NY 10055 | Securities Custodian | $83,691 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $79,181 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $78,487 |
WITHUMSMITH+BROWN, PC2+ years Filed as: SHELBY BROWN Service code 30 · EIN 62-0976048 6260 DAYTON BLVD. · HIXSON, TN 37343 | Employee (plan) | $64,741 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $64,547 |
Service code 13 2001 CALDWELL DR. · GOODLETTSVILLE, TN 37070 | Contract Administrator | $47,700 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.57% | 3.63%+1.9pp | 4.16%+1.4pp | 9.19%-3.6pp |
| Employer contribution / active EE | $6,745 | $11,363-40.6% | $29,966-77.5% | $12,608-46.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |