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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $163,688 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 56-1557420 301 SOUTH COLLEGE ST 292 · CHARLOTTE, NC 28202 | Investment Management | $74,214 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $34,387 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $26,175 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 | Advisory (Plan) | $21,000 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 72-0210640 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 | Investment Management | $15,677 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE.,1500W · BETHESDA, MD 20814 | Securities Custodian | $0 |
Filed as: GREAT GRAY TRUST COMPANY Service code 19 · EIN 92-1941236 6725 VIA AUSTI PKWY, 260 · LAS VEGAS, NV 89119 | Securities Custodian | $0 |
MONEY CONCEPTS CAPITAL CORP2 years 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 12.55% | 11.08%+1.5pp | 8.10%+4.5pp | 8.76%+3.8pp |
| Employer contribution / active EE | $3,832 | $13,910-72.5% | $28,649-86.6% | $16,650-77.0% |
| 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% | - |