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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $12,000 |
MUTUAL FUNDS1+ years Filed as: MUTUAL FUNDS SEE SCHEDULES ATTACHED 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.
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 | $1,245 | $50,626-97.5% | $84,753-98.5% | $65,292-98.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 0.11% | 5.34%-5.2pp | 22.78%-22.7pp | 11.84%-11.7pp |
| Employer contribution / active EE | $313 | $3,033-89.7% | $3,574-91.2% | $2,302-86.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $7 | $97-93.2% | $5,333-99.9% | $57-88.6% |