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| Provider | Service type | Compensation |
|---|---|---|
GREYSTONE CONSULTING2+ years Service code 27 · EIN 26-4310844 800 EAST 96TH STREET · INDIANALOPIS, IN 46240 | Advisory (Plan) | $124,074 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK - MELLON Service code 28 · EIN 13-5260382 P. O. BOX 11214 · NEW YORK, NY 10286 | Investment Management | $79,934 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $67,200 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING SERVICES Service code 11 · EIN 62-6101288 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Actuarial | $51,603 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH, STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $32,652 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 62-0717969 10 CADILLAS DR · BRENTWOOD, TN 37027 | Investment Management | $32,206 |
Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $28,807 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Investment Management | $23,492 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS Service code 28 · EIN 84-1596610 200 COLUMBINE ST · DENVER, CO 80206 | Investment Management | $22,856 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Filed as: SOUTHERN SUN MANAGEMENT Service code 28 · EIN 27-2990431 6070 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $18,196 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.26% | 11.78%+0.5pp | 8.32%+3.9pp | 23.90%-11.6pp |
| Employer contribution / active EE | $8,734 | $11,309-22.8% | $30,793-71.6% | $16,539-47.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |