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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $91,271 |
BLACKROCK5+ years Service code 28 · EIN 20-5319476 55 EAST 52ND ST · NEW YORK, NY 10055 | Investment Management | $56,161 |
POLEN CAPITAL5+ years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BL. 300 · BOCA RATON, FL 33431 | Investment Management | $55,449 |
PACIFIC INCOME ADVISORS5+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $35,516 |
SAGE ADVISORY SERVICES3 years Service code 28 5000 SW PARKWAY, BLDG 1 · AUSTIN, TX 78735 | Investment Management | $32,587 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $32,117 |
DANIELS, IRWIN & AYLOR5+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $18,950 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 100 N TAMPA ST., 3000 · TAMPA, FL 33602 | Securities Custodian | $18,728 |
Filed as: HANSBERGER GROWTH INVESTORS Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $16,504 |
KENNEDY CAPITAL5+ years Service code 28 · EIN 43-1225600 10829 OLIVE BLVD · ST. LOUIS, MO 63141 | Investment Management | $13,269 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 19.94% | 10.27%+9.7pp | 10.56%+9.4pp | 53.27%-33.3pp |
| Employer contribution / active EE | $5,599 | $12,273-54.4% | $30,197-81.5% | $14,774-62.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |