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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 13-3689044 6400 C STREET SW · CEDAR RAPIDS, IA 52499 | Securities Custodian | $252,807 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $84,843 |
OLD NATIONAL WEALTH MANAGEMENT10+ years Service code 27 · EIN 35-1941416 P.O. BOX 207 · EVANSVILLE, IN 47702 | Advisory (Plan) | $24,000 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $15,750 |
ASCENSUS LLC8 years Filed as: LEDBETTER AND PARISI LLC Service code 29 · EIN 03-0599899 70B RHOADS CENTER DRIVE · CENTERVILLE, OH 45458 | Legal | $11,073 |
MUTUAL FUNDS6 years Filed as: MUTUAL FUNDS & CCT Service code 19 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 200 SEAPORT BLVD · BOSTON, MA 02110 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,334 | $241,101-49.7% | $103,374+17.4% | $199,768-39.3% |
| Participation rate | 96.2% | 78.3%+17.9pp | 74.5%+21.7pp | 72.0%+24.1pp |
| Annual return | 16.26% | 17.80%-1.5pp | 24.89%-8.6pp | 34.26%-18.0pp |
| Employer contribution / active EE | $5,614 | $4,244+32.3% | $3,869+45.1% | $3,037+84.9% |
| Participant deferral / active EE | $225 | $3,958-94.3% | $5,058-95.6% | $5,090-95.6% |
| Admin fee / account holder | $223 | $288-22.5% | $8,394-97.3% | $269-17.1% |