Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $63,713 |
Service code 15 · EIN 13-3689044 440 MAMARONECK AVE · HARRISON, NY 10528 | Recordkeeping | $56,108 |
OLD NATIONAL WEALTH MANAGEMENT3+ years Service code 27 · EIN 35-1941416 P.O. BOX 207 · EVANSVILLE, IN 47702 | Advisory (Plan) | $24,000 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTOR WAY · NORWOOD, MA 02062 | Recordkeeping | $22,078 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,825 |
ASCENSUS LLC1 year Filed as: LEDBETTER AND PARISI LLC Service code 29 | Legal | $9,678 |
BERGER & BERGER, LLP3+ years Filed as: BERGER AND BERGER LLP Service code 29 · EIN 35-1281454 4424 VOGEL ROAD, 405 · EVANSVILLE, IN 47715 | Legal | $4,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,547 | $221,442-77.6% | $92,239-46.3% | $77,958-36.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.64% | 15.65%0pp | 176.29%-160.7pp | 20.87%-5.2pp |
| Employer contribution / active EE | $3,058 | $3,226-5.2% | $3,680-16.9% | $2,310+32.3% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $83 | $210-60.4% | $5,194-98.4% | $97-14.7% |