| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $758,005 |
FRANKLIN TEMPLETON8 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVE 48TH FL · NEW YORK, NY 10018 | Investment Management | $719,881 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $681,148 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 7TH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $501,979 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1300W · BETHESDA, MD 20814 | Investment Management | $483,826 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 2200 ROSS AVE STE 31ST FL · DALLAS, TX 75201 | Investment Management | $455,358 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 · EIN 59-1237041 50 N. FRONT ST. · MEMPHIS, TN 38103 | Securities Custodian | $450,000 |
BOSTON PARTNERS9 years Service code 28 · EIN 98-0202744 909 THIRD AVE., 32ND FLOO · NEW YORK, NY 10022 | Investment Management | $363,857 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, 200 · JERSEY CITY, NJ 07310 | Investment Management | $329,245 |
POLEN CAPITAL6 years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $205,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,510 | $63,356+33.4% | $102,437-17.5% | $106,553-20.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 12.26% | 14.77%-2.5pp | 24.95%-12.7pp | 17.37%-5.1pp |
| Employer contribution / active EE | $10,811 | $4,310+150.8% | $3,871+179.3% | $3,359+221.9% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $254 | $110+131.0% | $8,388-97.0% | $80+219.5% |