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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 800 EAST 96 ST STE 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $308,281 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $110,482 |
BHA CONSULTING8 years Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $96,043 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 35-7085469 1100 ABERNATHY RD NE 400 · ATLANTA, GA 30328 | Securities Custodian | $87,569 |
DANIELS, IRWIN & AYLOR7 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, 112 · MADISON, TN 37115 | Accounting | $33,600 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $26,216 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 19 · EIN 34-1922005 18801 E. 9TH ST. STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
MONEY CONCEPTS CAPITAL CORP7 years Filed as: MONEY MARKET, MUTUAL & ETFS Service code 19 | Securities Custodian | $0 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.26% | 10.33%-0.1pp | 8.10%+2.2pp | 9.30%+1.0pp |
| Employer contribution / active EE | $10,964 | $14,972-26.8% | $28,649-61.7% | $12,551-12.6% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |