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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $231,204 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $82,910 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $60,266 |
BHA CONSULTING3 years Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $58,303 |
WHITESTAR ADVISORS, LLC2 years Service code 28 902 CLINT MOORE RD 104 · BOCA RATON, FL 33487 | Investment Management | $55,542 |
PENN CAPITAL MANAGEMENT5+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC Service code 28 · EIN 22-2796848 THREE CRESCENT DR 400 · PHILADELPHIA, PA 19112 | Investment Management | $37,349 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, 112 · MADISON, TN 37115 | Accounting | $34,900 |
Filed as: BRANSTETTER STRANCH & JENNINGS Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $25,839 |
STATE STREET GLOBAL ADVISORS5+ years Service code 20 ONE LINCOLN STREET · BOSTON, MA 02111 | Trustee (individual); Investment mana... | $19,212 |
HOME FEDERAL BANK OF TENNESSEE5+ years Filed as: HOME FEDERAL BANK Service code 19 515 MARKET STREET · KNOXVILLE, TN 37901 | Securities Custodian | $109 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.29% | 14.29%+3.0pp | 14.64%+2.7pp | 21.83%-4.5pp |
| Employer contribution / active EE | $7,748 | $12,083-35.9% | $41,831-81.5% | $12,237-36.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |