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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE., 703 · MEMPHIS, TN 38119 | Investment Management | $106,927 |
ULLICO5 years Service code 19 8403 COLESVILLE RD 13THFL · SILVER SPRING, MD 20910 | Securities Custodian | $43,386 |
REYNOLDS CONSULTING SERVICES9 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $36,400 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $28,345 |
AMALGAMATED BANK8 years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 100016708 | Securities Custodian | $23,431 |
DANIELS, IRWIN & AYLOR9 years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $19,050 |
CCA BLACK, LP8 years Service code 28 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Investment Management | $6,858 |
QUINN CONNOR WEAVER DAVIES & ROUCO10+ years Service code 29 · EIN 45-1444874 TWO N, 20TH ST., 930 · BIRMINGHAM, AL 35203 | Legal | $3,700 |
Service code 19 · EIN 34-1922005 1801 E. 9TH ST STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
EXCHANGE BANK9 years Filed as: EXCHANGE TRADED & MONEY MARKET FDS Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,420 | $80,781+180.3% | $102,437+121.0% | $74,478+204.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.78% | 27.58%-14.8pp | 24.95%-12.2pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $9,776 | $3,160+209.4% | $3,871+152.6% | $2,626+272.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,602 | $2,372-32.5% | $8,388-80.9% | $1,946-17.7% |