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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 | $98,724 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $32,500 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P.O BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $24,982 |
CCA BLACK, LP2 years Service code 28 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Investment Management | $19,826 |
DANIELS, IRWIN & AYLOR3 years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $12,600 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 100016708 | Securities Custodian | $12,484 |
Service code 29 · EIN 45-1444874 TWO N, 20TH ST., 930 · BIRMINGHAM, AL 35203 | Legal | $7,483 |
Service code 28 · EIN 34-1922005 1801 E. 9TH ST STE 1400 · CLEVELAND, OH 44114 | Investment Management | $0 |
EXCHANGE BANK3 years Filed as: EXCHANGE TRADED & MONEY MARKET FDS Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY2 years Filed as: NEWTOWER TRUST Service code 19 · EIN 20-1641876 3 BETHESDA METRO CTR 1600 · BETHESDA, MD 20814 | 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 | $137,906 | $55,449+148.7% | $83,831+64.5% | $56,289+145.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -3.67% | -1.38%-2.3pp | 850.99%-854.7pp | -9.96%+6.3pp |
| Employer contribution / active EE | $7,557 | $2,430+210.9% | $3,631+108.1% | $2,111+258.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $920 | $656+40.2% | $5,479-83.2% | $521+76.6% |