| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $611,946 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1300W · BETHESDA, MD 20814 | Investment Management | $544,014 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $451,173 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVE 48TH FL · NEW YORK, NY 10018 | Investment Management | $440,399 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 · EIN 59-1237041 50 N. FRONT ST. · MEMPHIS, TN 38103 | Securities Custodian | $410,717 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 2200 ROSS AVE STE 31ST FL · DALLAS, TX 75201 | Investment Management | $285,943 |
POLEN CAPITAL2 years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $251,391 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 7TH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $239,833 |
BOSTON PARTNERS5 years Service code 28 · EIN 98-0202744 909 THIRD AVE., 32ND FLOO · NEW YORK, NY 10022 | Investment Management | $187,288 |
LSV ASSET MANAGEMENT3 years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD 2000 · JERSEY CITY, NJ 07310 | Investment Management | $180,212 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,386 | $73,497+3.9% | $101,275-24.6% | $93,223-18.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 8.96% | 11.66%-2.7pp | 46.46%-37.5pp | 19.29%-10.3pp |
| Employer contribution / active EE | $8,822 | $3,600+145.1% | $3,660+141.0% | $2,680+229.2% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $226 | $121+86.9% | $5,948-96.2% | $79+185.4% |