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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIN. Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $30,000 |
DENNIS G. JENKINS, CPA,LLC2+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $8,450 |
COLUMBIA PARTNERS2+ years Service code 28 · EIN 52-1940739 5414 WICONSIN AVE · CHEVY CHASE, MD 20815 | Investment Management | $5,444 |
Filed as: ROBEIN, URANN,SPENCER,PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70009 | Legal | $714 |
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 | $6,470 | $60,545-89.3% | $92,240-93.0% | $69,631-90.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 5.12% | 19.71%-14.6pp | 176.29%-171.2pp | 27571.02%-27565.9pp |
| Employer contribution / active EE | $938 | $2,633-64.4% | $3,680-74.5% | $2,032-53.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $59 | $145-59.1% | $5,194-98.9% | $110-46.4% |