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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS MORGAN KEEGAN TRUST Service code 19 · EIN 63-0371391 6700 CAROTHERS PARKWAY · FRANKLIN, TN 37067 | Securities Custodian | $175,134 |
WEAVER C. BARKSDALE & ASSOCIATES1+ years Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD 100 · NASHVILLE, TN 37215 | Investment Management | $168,847 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 3102 WEST END AVE 500 · NASHVILLE, TN 37203 | Investment Management | $167,706 |
KEELEY ASSET MANAGEMENT1+ years Service code 28 · EIN 36-3160361 401 S. LASALLE ST 1201 · CHICAGO, IL 60605 | Investment Management | $138,697 |
PINNACLE ADVISORY SERVICES1+ years Service code 28 · EIN 20-1492032 150 3RD AVE SOUTH 900 · NASHVILLE, TN 37201 | Investment Management | $83,648 |
CHRIS MAYO1+ years Service code 14 · EIN 62-6102837 225 BEN ALLEN ROAD · NASHVILLE, TN 37207 | Plan Administrator | $52,676 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $23,650 |
SUE-ANN SANDRI1+ years Filed as: SUE GREEN Service code 14 · EIN 62-6102837 225 BEN ALLEN ROAD · NASHVILLE, TN 37207 | Plan Administrator | $22,923 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: S.J. HUDSON Service code 14 · EIN 62-6102837 225 BEN ALLEN ROAD · NASHVILLE, TN 37207 | Plan Administrator | $22,684 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST. 610 · CARMEL, IN 46032 | Actuarial | $20,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | -3.15% | 3.49%-6.6pp | 4.16%-7.3pp | 7.18%-10.3pp |
| Employer contribution / active EE | $12,233 | $11,083+10.4% | $29,966-59.2% | $13,095-6.6% |
| 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% |