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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE., 703 · MEMPHIS, TN 38119 | Investment Management | $60,456 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $53,090 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS INVESTMENT CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE 304 · JERICHO, NY 11753 | Advisory (Plan) | $47,250 |
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE ST NE 2100 · ATLANTA, GA 30309 | Investment Management | $38,609 |
CORRY CAPITAL ADVISORS2+ years Service code 19 · EIN 38-3889041 1100 LIBERTY AVE, C-2 · PITTSBURG, PA 15222 | Securities Custodian | $35,362 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N.MERIDAN ST. 610 · CARMEL, IN 46032 | Actuarial | $22,141 |
DANIELS, IRWIN & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 371153660 | Accounting | $13,699 |
Service code 19 1801 E 9TH ST 1400 · CLEVELAND, OH 44114 | Securities Custodian | $13,145 |
REGIONS BANK2+ years Service code 19 · EIN 63-0371391 1100 RIDGEWAY LOOP 100 · MEMPHIS, TN 31820 | Securities Custodian | $12,356 |
Filed as: GODWIN MORRIS LAURENZI BLOOMFIELD Service code 29 · EIN 62-1371542 50 N. FRONT ST. SUITE 800 · MEMPHIS, TN 38103 | Legal | $10,158 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.92% | 11.09%-1.2pp | 8.32%+1.6pp | 13.95%-4.0pp |
| Employer contribution / active EE | $6,177 | $10,980-43.7% | $30,793-79.9% | $16,598-62.8% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |