| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $601,283 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1300W · BETHESDA, MD 20814 | Investment Management | $512,739 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $509,729 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 · EIN 59-1237041 50 N. FRONT ST. · MEMPHIS, TN 38103 | Securities Custodian | $417,838 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 2200 ROSS AVE STE 31ST FL · DALLAS, TX 75201 | Investment Management | $413,435 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHT AVE 48ST FL · NEW YORK, NY 10018 | Investment Management | $390,762 |
INDURE FUND1 year Filed as: INDURE BUILD-TO-CORE FUND LLC Service code 28 · EIN 26-3437991 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 | Investment Management | $279,801 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT COUNSELING Service code 28 · EIN 51-0316187 1001 LIBERTY AVENUE · PITTSBURG, PA 152223779 | Investment Management | $205,396 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 909 THIRD AVE., 32ND FLOO · NEW YORK, NY 10022 | Investment Management | $200,322 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD 2000 · JERSEY CITY, NJ 07310 | Investment Management | $192,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,798 | $57,255+13.2% | $83,831-22.7% | $68,904-6.0% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | -0.07% | -0.34%+0.3pp | 850.99%-851.1pp | 1.07%-1.1pp |
| Employer contribution / active EE | $7,541 | $3,341+125.8% | $3,631+107.7% | $2,540+196.9% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $247 | $103+139.0% | $5,479-95.5% | $71+246.7% |