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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $77,598 |
PACIFIC INCOME ADVISORS1+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $66,267 |
POLEN CAPITAL1+ years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BL. 300 · BOCA RATON, FL 33431 | Investment Management | $43,793 |
BLACKROCK1+ years Service code 28 · EIN 20-5319476 55 EAST 52ND ST · NEW YORK, NY 10055 | Investment Management | $39,837 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $22,803 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD INTERNATIONAL Service code 28 · EIN 02-0748644 30 ROCKEFELLER PLAZE, 57T · NEW YORK, NY 10112 | Investment Management | $18,609 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $15,875 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE 5TH FL · BOSTON, MA 02210 | Investment Management | $10,965 |
KENNEDY CAPITAL1+ years Service code 28 · EIN 43-1225600 10829 OLIVE BLVD · ST. LOUIS, MO 63141 | Investment Management | $10,448 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4575414 1800 AVE. OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $7,112 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 2.11% | 0.68%+1.4pp | -1.61%+3.7pp | -0.60%+2.7pp |
| Employer contribution / active EE | $5,738 | $10,568-45.7% | $30,840-81.4% | $12,272-53.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |