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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $18,000 |
COLUMBIA PARTNERS1+ years Service code 28 · EIN 52-1940739 5414 WICONSIN AVE · CHEVY CHASE, MD 20815 | Investment Management | $6,134 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $5,375 |
Filed as: ROBEIN, URANN,SPENCER,PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70009 | Legal | $265 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,715 | $57,921-90.1% | $84,753-93.3% | $57,658-90.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.46% | 10.24%-6.8pp | 22.78%-19.3pp | 5.13%-1.7pp |
| Employer contribution / active EE | $913 | $2,598-64.9% | $3,574-74.5% | $1,974-53.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $42 | $130-67.6% | $5,333-99.2% | $95-55.6% |