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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $15,600 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 11 223 MADISON ST STE 112 · MADISON, TN 37115 | Actuarial | $5,667 |
DODGE & COX1+ years Filed as: DODGE & COX BALANCED FUND Service code 19 P.O. BOX 8422 · BOSTON, MA 022668422 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,472 | $50,498-91.1% | $75,782-94.1% | $55,191-91.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.98% | 1.80%-3.8pp | 9.68%-11.7pp | 10.78%-12.8pp |
| Employer contribution / active EE | $1,139 | $2,291-50.3% | $3,323-65.7% | $1,899-40.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $28 | $123-77.6% | $5,300-99.5% | $91-69.6% |