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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 370720000 | Plan Administrator | $67,200 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK - MELLON Service code 28 · EIN 13-5260382 P. O. BOX 11214 · NEW YORK, NY 10286 | Investment Management | $62,036 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 62-0717969 10 CADILLAS DRST · BRENTWOOD, TN 37027 | Investment Management | $45,346 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST INVEST. ADVISORS Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $43,472 |
DENNIS G. JENKINS, CPA,LLC5+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $20,150 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BEWRYN, PA 19312 | Investment Management | $20,067 |
BOSTON PARTNERS2 years Service code 28 ONE GRAND CENTRAL PLACE · NEW YORK, NY 10165 | Investment Management | $11,104 |
BRANSTETTER, STRANCH & JENNINGS5+ years Filed as: BRANSTETTER, STANCH & JENNINGS Service code 29 · EIN 62-0513048 227 SECOND AVE NORTH · NASHVILLE, TN 37201 | Legal | $7,658 |
FOUNDRY PARTNERS5+ years Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $5,863 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 275 SEVENTH AVE · NEW YORK, NY 10001 | Investment Management | $5,406 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 3.76% | 6.41%-2.7pp | 8.01%-4.3pp | 11.45%-7.7pp |
| Employer contribution / active EE | $8,779 | $11,592-24.3% | $29,475-70.2% | $17,219-49.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |