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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 100 N TAMPA ST., 3000 · TAMPA, FL 33602 | Securities Custodian | $208,452 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $102,986 |
BLACKROCK10+ years Service code 28 · EIN 20-5319476 55 EAST 52ND ST · NEW YORK, NY 10055 | Investment Management | $40,580 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD INTERNATIONAL Service code 28 · EIN 02-0748644 30 ROCKEFELLER PLAZE, 57T · NEW YORK, NY 10112 | Investment Management | $29,776 |
POLEN CAPITAL10+ years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BL. 300 · BOCA RATON, FL 33431 | Investment Management | $29,064 |
PACIFIC INCOME ADVISORS10+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $25,017 |
ASB CAPITAL MANAGEMENT9 years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $23,384 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $20,250 |
SAGE ADVISORY SERVICES8 years Service code 28 5000 SW PARKWAY, BLDG 1 · AUSTIN, TX 78735 | Investment Management | $17,641 |
KENNEDY CAPITAL10+ years Service code 28 · EIN 43-1225600 10829 OLIVE BLVD · ST. LOUIS, MO 63141 | Investment Management | $10,642 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | 7.23% | 11.08%-3.8pp | 8.10%-0.9pp | 8.76%-1.5pp |
| Employer contribution / active EE | $5,783 | $13,910-58.4% | $28,649-79.8% | $16,664-65.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |