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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 | $193,031 |
Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $32,500 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $23,005 |
CORRY CAPITAL ADVISORS1 year Service code 28 510 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $17,491 |
Service code 28 1801 E. 9TH ST STE 1400 · CLEVELAND, OH 44114 | Investment Management | $15,908 |
DANIELS, IRWIN & AYLOR1 year Service code 10 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $10,500 |
Service code 29 · EIN 45-1444874 TWO N, 20TH ST., 930 · BIRMINGHAM, AL 35203 | Legal | $5,324 |
EXCHANGE BANK1 year 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 | $94,744 | $57,921+63.6% | $84,753+11.8% | $57,658+64.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.92% | 10.24%-4.3pp | 22.78%-16.9pp | 5.13%+0.8pp |
| Employer contribution / active EE | $5,722 | $2,598+120.2% | $3,574+60.1% | $1,974+189.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $954 | $130+635.9% | $5,333-82.1% | $95+909.5% |