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| Provider | Service type | Compensation |
|---|---|---|
BHA CONSULTING2 years Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $95,978 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $88,832 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $82,100 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC Service code 28 · EIN 22-2796848 THREE CRESCENT DR 400 · PHILADELPHIA, PA 19112 | Investment Management | $77,106 |
Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $71,103 |
WHITESTAR ADVISORS, LLC1 year Service code 28 902 CLINT MOORE RD 104 · BOCA RATON, FL 33487 | Investment Management | $54,612 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 ONE LINCOLN STREET · BOSTON, MA 02111 | Securities Custodian | $43,394 |
Filed as: BRANSTETTER STRANCH & JENNINGS Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $38,543 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, 112 · MADISON, TN 37115 | Accounting | $33,650 |
Filed as: TORTOISE CREDIT STRATEGIES Service code 28 | Investment Management | $30,061 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.22% | -0.94%-4.3pp | -2.18%-3.0pp | 33.37%-38.6pp |
| Employer contribution / active EE | $7,690 | $12,464-38.3% | $38,751-80.2% | $11,253-31.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |