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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $80,171 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $28,800 |
DANIELS, IRWIN & AYLOR5+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $20,950 |
HARTNETT REYES-JONES, LLC2 years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $13,178 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $4,512 |
MUTUAL FUNDS2 years Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,160 | $66,051+147.0% | $92,916+75.6% | $77,775+109.8% |
| Participation rate | 95.4% | 81.0%+14.5pp | 76.0%+19.4pp | 73.2%+22.2pp |
| Annual return | 21.74% | 20.69%+1.1pp | 109.45%-87.7pp | 32.58%-10.8pp |
| Employer contribution / active EE | $6,764 | $3,426+97.5% | $3,654+85.1% | $2,504+170.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $92 | $148-37.7% | $5,796-98.4% | $100-8.0% |