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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE6 years Filed as: BLACKSTONE INFRASTRUCTURE PARTNERS Service code 19 345 PARK AVE · NEW YORK, NY 10154 | Securities Custodian | $1,469,655 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR. · GOODLETTSVILLE, TN 37070 | Plan Administrator | $381,982 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 15935 LA CANTERA PKWY · SAN ANTONIO, TX 78256 | Investment Management | $156,950 |
Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 ONE TENTH ST, STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $152,821 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $112,193 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH · STAMFORD, CT 06901 | Investment Management | $111,596 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $92,414 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 ONE CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Investment management; Custodial (oth... | $88,953 |
Service code 28 · EIN 58-2236910 1075 PEACHTREE ST NW · ATLANTA, GA 30309 | Investment Management | $74,555 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $69,700 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 96.13% | 10.33%+85.8pp | 8.10%+88.0pp | 9.30%+86.8pp |
| Employer contribution / active EE | $14,016 | $14,972-6.4% | $28,649-51.1% | $12,551+11.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |