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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 | $94,436 |
CCA BLACK, LP7 years Service code 28 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Investment Management | $40,184 |
ULLICO4 years Service code 19 8403 COLESVILLE RD 13THFL · SILVER SPRING, MD 20910 | Securities Custodian | $40,184 |
REYNOLDS CONSULTING SERVICES8 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 ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $25,155 |
DANIELS, IRWIN & AYLOR8 years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $21,225 |
Service code 29 · EIN 45-1444874 TWO N, 20TH ST., 930 · BIRMINGHAM, AL 35203 | Legal | $5,036 |
AMALGAMATED BANK7 years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 100016708 | Securities Custodian | $2,345 |
Service code 19 · EIN 34-1922005 1801 E. 9TH ST STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
EXCHANGE BANK8 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 | $207,040 | $76,696+169.9% | $96,538+114.5% | $71,529+189.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 10.49% | 48.32%-37.8pp | 35.74%-25.3pp | 28.97%-18.5pp |
| Employer contribution / active EE | $9,113 | $3,032+200.6% | $3,740+143.6% | $2,590+251.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,394 | $2,030-31.3% | $6,737-79.3% | $1,588-12.3% |