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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $88,648 |
BLACKROCK3+ years Service code 28 · EIN 20-5319476 55 EAST 52ND ST · NEW YORK, NY 10055 | Investment Management | $49,774 |
POLEN CAPITAL3+ years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BL. 300 · BOCA RATON, FL 33431 | Investment Management | $47,765 |
PACIFIC INCOME ADVISORS3+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $40,916 |
SAGE ADVISORY SERVICES1 year Service code 23 5000 SW PARKWAY, BLDG 1 · AUSTIN, TX 78735 | Insurance services | $23,390 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $20,964 |
Filed as: HANSBERGER GROWTH INVESTORS Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $16,088 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $15,425 |
KENNEDY CAPITAL3+ years Service code 28 · EIN 43-1225600 10829 OLIVE BLVD · ST. LOUIS, MO 63141 | Investment Management | $12,095 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 100 N TAMPA ST., 3000 · TAMPA, FL 33602 | Securities Custodian | $11,149 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.00% | 11.78%+2.2pp | 8.32%+5.7pp | 23.90%-9.9pp |
| Employer contribution / active EE | $5,536 | $11,309-51.0% | $30,793-82.0% | $16,539-66.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |