| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS7+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $616,577 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1300W · BETHESDA, MD 20814 | Investment Management | $579,685 |
FRANKLIN TEMPLETON5 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVE 48TH FL · NEW YORK, NY 10018 | Investment Management | $573,953 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $569,411 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 2200 ROSS AVE STE 31ST FL · DALLAS, TX 75201 | Investment Management | $360,638 |
POLEN CAPITAL3 years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $342,489 |
BOSTON PARTNERS6 years Service code 28 · EIN 98-0202744 909 THIRD AVE., 32ND FLOO · NEW YORK, NY 10022 | Investment Management | $271,748 |
LSV ASSET MANAGEMENT4 years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD 2000 · JERSEY CITY, NJ 07310 | Investment Management | $259,269 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 7TH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $242,493 |
FEDERATED4 years Filed as: FEDERATED INVESTMENT COUNSELING Service code 28 · EIN 51-0316187 1001 LIBERTY AVENUE · PITTSBURG, PA 152223779 | Investment Management | $192,584 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,798 | $65,673+29.1% | $109,191-22.3% | $106,520-20.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 14.38% | 15.69%-1.3pp | 25.76%-11.4pp | 19.28%-4.9pp |
| Employer contribution / active EE | $9,841 | $4,042+143.4% | $3,723+164.3% | $2,840+246.4% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $261 | $107+144.2% | $6,756-96.1% | $75+250.7% |