| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $659,429 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $597,630 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 7TH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $578,156 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 · EIN 59-1237041 50 N. FRONT ST. · MEMPHIS, TN 38103 | Securities Custodian | $564,063 |
FRANKLIN TEMPLETON7 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVE 48TH FL · NEW YORK, NY 10018 | Investment Management | $558,468 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE 1300W · BETHESDA, MD 20814 | Investment Management | $515,110 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 2200 ROSS AVE STE 31ST FL · DALLAS, TX 75201 | Investment Management | $390,150 |
BOSTON PARTNERS8 years Service code 28 · EIN 98-0202744 909 THIRD AVE., 32ND FLOO · NEW YORK, NY 10022 | Investment Management | $296,074 |
POLEN CAPITAL5 years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $291,465 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 111 HUNTINGTON AVE · BOSTON, MA 02199 | Investment Management | $181,536 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,091 | $55,730+41.9% | $96,543-18.1% | $96,393-17.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 7.54% | 12.78%-5.2pp | 35.75%-28.2pp | 22.88%-15.3pp |
| Employer contribution / active EE | $10,644 | $4,014+165.2% | $3,741+184.5% | $3,239+228.7% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $261 | $105+147.1% | $6,737-96.1% | $74+252.7% |