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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 6075 POPLAR AVE STE 703 · MEMPHIS, TN 31119 | Investment Management | $56,251 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $50,783 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 1555 N RIVERSIDE DR STE 3 · MILWAUKEE, WI 53212 | Securities Custodian | $23,422 |
SOUTHERN ACTUARIAL SERVICES4 years Service code 11 · EIN 64-6035381 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $13,750 |
DANIELS, IRWIN & AYLOR3 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,500 |
Service code 29 · EIN 45-1444874 TWO NORTH 20TH ST, 930 · BIRMINGHAM, AL 35203 | Legal | $4,240 |
Filed as: BOYD WATTERSON Service code 19 · EIN 34-1922005 1301 E. 9TH ST, STE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
Filed as: MONEY MARKET FUND Service code 19 | Securities Custodian | $0 |
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Employer contribution per participant 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 | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.57% | 11.08%+2.5pp | 8.10%+5.5pp | 8.76%+4.8pp |
| Employer contribution / active EE | $2,153 | $13,910-84.5% | $28,649-92.5% | $16,650-87.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |