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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $52,824 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE ST NE 2100 · ATLANTA, GA 30309 | Investment Management | $49,897 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE., 703 · MEMPHIS, TN 38119 | Investment Management | $49,863 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS INVESTMENT CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE 304 · JERICHO, NY 11753 | Advisory (Plan) | $47,250 |
CORRY CAPITAL ADVISORS1+ years Service code 19 · EIN 38-3889041 1100 LIBERTY AVE, C-2 · PITTSBURG, PA 15222 | Securities Custodian | $28,691 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N.MERIDAN ST. 610 · CARMEL, IN 46032 | Actuarial | $18,845 |
ICC CAPITAL MANAGEMENT1+ years Service code 28 · EIN 59-3310114 390 N.ORANGE AVE. 27TH FL · ORLANDO, FL 32801 | Investment Management | $18,079 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 371153660 | Accounting | $13,650 |
REGIONS BANK1+ years Service code 19 · EIN 63-0371391 1100 RIDGEWAY LOOP 100 · MEMPHIS, TN 31820 | Securities Custodian | $13,498 |
Filed as: GODWIN MORRIS LAURENZI BLOOMFIELD Service code 29 · EIN 62-1371542 50 N. FRONT ST. SUITE 800 · MEMPHIS, TN 38103 | Legal | $8,288 |
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Employer contribution per participant 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 0.03% | 2.79%-2.8pp | 4.16%-4.1pp | 11.88%-11.8pp |
| Employer contribution / active EE | $5,428 | $10,530-48.5% | $29,966-81.9% | $14,612-62.9% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |