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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 | $101,026 |
REYNOLDS CONSULTING SERVICES5 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 ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $25,020 |
ULLICO1 year Service code 19 8403 COLESVILLE RD 13THFL · SILVER SPRING, MD 20910 | Securities Custodian | $18,905 |
CCA BLACK, LP4 years Service code 28 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Investment Management | $18,573 |
DANIELS, IRWIN & AYLOR5 years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $15,250 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 100016708 | Securities Custodian | $10,661 |
Service code 29 · EIN 45-1444874 TWO N, 20TH ST., 930 · BIRMINGHAM, AL 35203 | Legal | $7,158 |
Service code 19 · EIN 34-1922005 1801 E. 9TH ST STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
EXCHANGE BANK5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,590 | $91,517+27.4% | $101,275+15.1% | $73,412+58.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 7.92% | 17.17%-9.2pp | 46.48%-38.6pp | 59.30%-51.4pp |
| Employer contribution / active EE | $4,309 | $2,877+49.8% | $3,660+17.7% | $2,234+92.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $745 | $216+245.3% | $5,948-87.5% | $158+372.0% |