| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1300W · BETHESDA, MD 20814 | Investment Management | $647,184 |
SOUTHERN BENEFIT ADMINISTRATORS8+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $644,391 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 · EIN 59-1237041 50 N. FRONT ST. · MEMPHIS, TN 38103 | Securities Custodian | $517,289 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $475,807 |
FRANKLIN TEMPLETON6 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVE 48TH FL · NEW YORK, NY 10018 | Investment Management | $462,525 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 2200 ROSS AVE STE 31ST FL · DALLAS, TX 75201 | Investment Management | $376,081 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 7TH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $277,094 |
BOSTON PARTNERS7 years Service code 28 · EIN 98-0202744 909 THIRD AVE., 32ND FLOO · NEW YORK, NY 10022 | Investment Management | $270,984 |
LSV ASSET MANAGEMENT5 years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD 2000 · JERSEY CITY, NJ 07310 | Investment Management | $268,762 |
POLEN CAPITAL4 years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $256,574 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,772 | $51,785+42.5% | $112,270-34.3% | $89,433-17.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -7.82% | -11.06%+3.2pp | 27.49%-35.3pp | -11.88%+4.1pp |
| Employer contribution / active EE | $10,486 | $3,782+177.2% | $3,635+188.4% | $3,021+247.1% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $244 | $102+140.3% | $6,411-96.2% | $79+207.3% |