| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $612,125 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1300W · BETHESDA, MD 20814 | Investment Management | $533,639 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $519,863 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHT AVE 48ST FL · NEW YORK, NY 10018 | Investment Management | $424,050 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 · EIN 59-1237041 50 N. FRONT ST. · MEMPHIS, TN 38103 | Securities Custodian | $407,039 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 2200 ROSS AVE STE 31ST FL · DALLAS, TX 75201 | Investment Management | $297,368 |
INDURE FUND2 years 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 | $234,176 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 909 THIRD AVE., 32ND FLOO · NEW YORK, NY 10022 | Investment Management | $207,766 |
LSV ASSET MANAGEMENT2 years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD 2000 · JERSEY CITY, NJ 07310 | Investment Management | $198,782 |
SMITH ASSET MANAGEMENT GROUP3 years Service code 28 · EIN 75-2620252 100 CRESCENT CT STE 1150 · DALLAS, TX 75201 | Investment Management | $182,597 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,460 | $78,226-8.6% | $92,916-23.1% | $82,204-13.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 12.99% | 19.33%-6.3pp | 109.45%-96.5pp | 26.31%-13.3pp |
| Employer contribution / active EE | $8,341 | $3,911+113.3% | $3,654+128.3% | $2,707+208.1% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $234 | $119+96.8% | $5,796-96.0% | $76+210.0% |