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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $151,975 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $110,440 |
BHA CONSULTING6 years Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $69,455 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $47,332 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Service code 19 18801 E. 9TH ST. STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $34,444 |
DANIELS, IRWIN & AYLOR5 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, 112 · MADISON, TN 37115 | Accounting | $28,400 |
Service code 28 · EIN 95-4833644 11100 SANTA MONICA B 1700 · LOS ANGELES, CA 90025 | Investment Management | $21,611 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 1384 OLD FREEPORT RD 2A · PITTSBURG, PA 15238 | Investment Management | $20,207 |
ERNST & YOUNG LLP1 year Filed as: ERNEST PARTNERS Service code 28 · EIN 58-2386669 1180 PEACHTREE NE, 2300 · ATLANTA, GA 30309 | Investment Management | $17,781 |
MONEY CONCEPTS CAPITAL CORP5 years Filed as: MONEY MARKET, MUTUAL & ETFS Service code 19 | Securities Custodian | $0 |
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Annual investment return 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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -13.12% | -7.95%-5.2pp | -5.85%-7.3pp | 23.41%-36.5pp |
| Employer contribution / active EE | $9,333 | $13,972-33.2% | $31,839-70.7% | $12,650-26.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |