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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $18,754 |
Service code 29 223 ROSA L. PARKS AVE 200 · NASHVILLE, TN 37203 | Legal | $12,516 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $5,600 |
DODGE & COX2+ years Filed as: DODGE & COX BALANCED FUND Service code 19 P.O. BOX 8422 · BOSTON, MA 022668422 | Securities Custodian | $0 |
Employer contribution per participant 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 | $4,409 | $54,392-91.9% | $84,753-94.8% | $63,975-93.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.62% | 611.38%-605.8pp | 22.78%-17.2pp | 48.65%-43.0pp |
| Employer contribution / active EE | $667 | $2,943-77.4% | $3,574-81.4% | $2,182-69.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $40 | $136-70.4% | $5,333-99.2% | $70-42.9% |