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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 100 N TAMPA ST., 3000 · TAMPA, FL 33602 | Securities Custodian | $169,015 |
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $91,514 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $32,576 |
POLEN CAPITAL6+ years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BL. 300 · BOCA RATON, FL 33431 | Investment Management | $28,183 |
BLACKROCK6+ years Service code 28 · EIN 20-5319476 55 EAST 52ND ST · NEW YORK, NY 10055 | Investment Management | $26,908 |
PACIFIC INCOME ADVISORS6+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $18,928 |
DANIELS, IRWIN & AYLOR6+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $18,500 |
SAGE ADVISORY SERVICES4 years Service code 28 5000 SW PARKWAY, BLDG 1 · AUSTIN, TX 78735 | Investment Management | $14,890 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD INTERNATIONAL Service code 28 · EIN 02-0748644 30 ROCKEFELLER PLAZE, 57T · NEW YORK, NY 10112 | Investment Management | $13,158 |
KENNEDY CAPITAL6+ years Service code 28 · EIN 43-1225600 10829 OLIVE BLVD · ST. LOUIS, MO 63141 | Investment Management | $7,319 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 13.03% | 6.41%+6.6pp | 8.01%+5.0pp | 11.45%+1.6pp |
| Employer contribution / active EE | $5,463 | $11,592-52.9% | $29,475-81.5% | $17,219-68.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |