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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $111,643 |
BHA CONSULTING7 years Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $71,541 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $60,119 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $35,698 |
DANIELS, IRWIN & AYLOR6 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, 112 · MADISON, TN 37115 | Accounting | $32,375 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 28 · EIN 95-4833644 11100 SANTA MONICA B 1700 · LOS ANGELES, CA 90025 | Investment Management | $20,498 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 1384 OLD FREEPORT RD 2A · PITTSBURG, PA 15238 | Investment Management | $19,615 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 1180 PEACHTREE NE, 2300 · ATLANTA, GA 30309 | Investment Management | $16,079 |
BOYD WATTERSON ASSET MANAGEMENT9+ years Service code 19 18801 E. 9TH ST. STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
MONEY CONCEPTS CAPITAL CORP6 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 14.03% | 7.95%+6.1pp | 20.18%-6.1pp | 9.11%+4.9pp |
| Employer contribution / active EE | $10,262 | $14,684-30.1% | $29,108-64.7% | $12,231-16.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |