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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY - THE DOBBS GROUP Service code 19 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $172,780 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $92,104 |
AGINCOURT CAPITAL MANAGEMENT, LLC10+ years Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 62-0717969 200 S. 10TH ST STE 800 · RICHMOND, VA 23219 | Investment Management | $65,706 |
BHA CONSULTING4 years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $63,122 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $43,557 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $28,795 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5260382 P.O. BOX 11214 · NEW YORK, NY 10286 | Investment Management | $26,981 |
FOUNDRY PARTNERS10+ years Service code 28 · EIN 46-1184506 510 FIRST AVE. N. STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $26,927 |
Filed as: STRANCH, JENNINGS & GARVEY Service code 29 · EIN 62-0513048 223 ROSA L. PARKS AVE 200 · NASHVILLE, TN 37203 | Legal | $22,264 |
DANIELS, IRWIN & AYLOR3 years Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 37115 | Accounting | $21,525 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.52% | 8.62%+1.9pp | 8.99%+1.5pp | 10.52%0pp |
| Employer contribution / active EE | $9,431 | $14,400-34.5% | $25,171-62.5% | $15,140-37.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |