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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $18,000 |
MUTUAL FUNDS2+ 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 | $1,510 | $59,184-97.4% | $92,239-98.4% | $177,276-99.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 6.42% | 15.88%-9.5pp | 176.29%-169.9pp | 21.25%-14.8pp |
| Employer contribution / active EE | $533 | $2,985-82.2% | $3,680-85.5% | $2,479-78.5% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $10 | $98-89.5% | $5,194-99.8% | $154-93.3% |