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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $21,600 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $6,775 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILLE, TN 37115 | Legal | $5,600 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $5,000 |
MUTUAL FUNDS8 years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,519 | $110,379-98.6% | $102,412-98.5% | $145,884-99.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 1.23% | 24.84%-23.6pp | 24.94%-23.7pp | 551.85%-550.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $80 | $9,745-99.2% | $8,388-99.0% | $13,392-99.4% |