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| Provider | Service type | Compensation |
|---|---|---|
GREYSTONE CONSULTING1+ years Service code 27 · EIN 26-4310844 800 EAST 96TH STREET · INDIANALOPIS, IN 46240 | Advisory (Plan) | $118,736 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK - MELLON Service code 28 · EIN 13-5260382 P. O. BOX 11214 · NEW YORK, NY 10286 | Investment Management | $72,430 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $67,200 |
BHA CONSULTING1+ years Filed as: BHA CONSULTING SERVICES Service code 11 · EIN 62-6101288 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Actuarial | $36,761 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Filed as: SOUTHERN SUN MANAGEMENT Service code 28 · EIN 27-2990431 6070 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $27,561 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 62-0717969 10 CADILLAS DR · BRENTWOOD, TN 37027 | Investment Management | $26,957 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH - MELLON Service code 28 · EIN 13-5260382 P. O. BOX 11214 · NEW YORK, NY 10286 | Investment Management | $24,653 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Investment Management | $21,978 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAWOGA, GA 30152 | Accounting | $18,850 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH, STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $18,792 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.29% | 3.49%-3.2pp | 4.16%-3.9pp | 7.18%-6.9pp |
| Employer contribution / active EE | $8,871 | $11,083-20.0% | $29,966-70.4% | $13,095-32.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |