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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $79,804 |
STANDARD VALUATIONS6+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $29,675 |
DANIELS, IRWIN & AYLOR6+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $21,450 |
HARTNETT REYES-JONES, LLC3 years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $11,814 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $4,856 |
GAC & MUTUAL FUNDS1 year 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 | $190,318 | $81,719+132.9% | $101,275+87.9% | $90,274+110.8% |
| Participation rate | 92.5% | 80.7%+11.8pp | 75.8%+16.7pp | 73.4%+19.2pp |
| Annual return | 14.85% | 337.64%-322.8pp | 46.46%-31.6pp | 53.97%-39.1pp |
| Employer contribution / active EE | $5,843 | $3,622+61.3% | $3,660+59.6% | $2,523+131.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $92 | $162-43.3% | $5,948-98.5% | $114-19.5% |