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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $126,576 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 3102 W END AVE STE 500 · NASHVILE, TN 37203 | Securities Custodian | $47,089 |
DANIELS, IRWIN & AYLOR7 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $14,050 |
Filed as: STRANCH, JENNINGS & GARVEY Service code 29 · EIN 62-0513048 223 ROSA L. PARKS AVE · NASHVILE, TN 37203 | Legal | $6,613 |
MONEY CONCEPTS CAPITAL CORP5 years Filed as: MONEY MARKET & MUTUAL FUNDS Service code 19 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,135 | $94,566-97.7% | $123,973-98.3% | $94,566-97.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 76.7%+23.3pp | 85.7%+14.3pp |
| Annual return | 7.11% | 12.00%-4.9pp | 388.13%-381.0pp | 12.00%-4.9pp |
| Employer contribution / active EE | $703 | $4,385-84.0% | $4,126-83.0% | $4,385-84.0% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $5,247-100.0% | $4,140-100.0% |
| Admin fee / account holder | $11 | $202-94.4% | $11,799-99.9% | $202-94.4% |