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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 370720000 | Plan Administrator | $67,200 |
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 | $66,271 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 62-0717969 10 CADILLAS DR · BRENTWOOD, TN 37027 | Investment Management | $47,681 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST INVEST. ADVISORS Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $41,986 |
FOUNDRY PARTNERS4+ years Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $30,692 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BEWRYN, PA 19312 | Investment Management | $22,399 |
CAMBIAR INVESTORS LLC3 years Filed as: CAMBIAR INVESTORS Service code 28 · EIN 84-1596610 200 COLUMBINE ST · DENVER, CO 80206 | Investment Management | $19,193 |
BOSTON PARTNERS1 year Service code 28 ONE GRAND CENTRAL PLACE · NEW YORK, NY 10165 | Investment Management | $11,777 |
BRANSTETTER, STRANCH & JENNINGS4+ years Filed as: BRANSTETTER, STANCH & JENNINGS Service code 29 · EIN 62-0513048 227 SECOND AVE NORTH · NASHVILLE, TN 37201 | Legal | $5,712 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 4.55% | 10.27%-5.7pp | 10.56%-6.0pp | 53.27%-48.7pp |
| Employer contribution / active EE | $8,974 | $12,273-26.9% | $30,197-70.3% | $14,774-39.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |