Filed August 2, 2018
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,923 |
NBC SECURITIES INC8 years Service code 49 · EIN 63-0923499 | Other Services | $32,896 |
SOUTHERN PENSION SERVICES8 years Service code 13 · EIN 59-3461974 | Contract Administrator | $8,890 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,442 | $86,795-2.7% | $67,681+24.8% | $64,728+30.5% |
| Participation rate | 65.5% | 71.7%-6.1pp | 73.7%-8.2pp | 57.9%+7.6pp |
| Annual return | 10.75% | 12.58%-1.8pp | 590.58%-579.8pp | 49.38%-38.6pp |
| Employer contribution / active EE | $2,795 | $2,837-1.5% | $2,678+4.4% | $2,243+24.6% |
| Participant deferral / active EE | $4,454 | $3,430+29.9% | $3,976+12.0% | $2,729+63.2% |
| Admin fee / account holder | $397 | $238+66.6% | $6,100-93.5% | $1,145-65.3% |