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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS7+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $87,800 |
HARTNETT REYES-JONES, LLC4 years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $35,759 |
STANDARD VALUATIONS7+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $30,575 |
DANIELS, IRWIN & AYLOR7+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $25,450 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $7,026 |
GAC & 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 | $208,686 | $88,770+135.1% | $109,191+91.1% | $93,010+124.4% |
| Participation rate | 92.2% | 81.5%+10.8pp | 75.9%+16.4pp | 73.9%+18.3pp |
| Annual return | 15.95% | 60.64%-44.7pp | 25.76%-9.8pp | 158.70%-142.8pp |
| Employer contribution / active EE | $5,891 | $3,780+55.9% | $3,723+58.2% | $2,705+117.8% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $112 | $172-35.2% | $6,756-98.3% | $152-26.4% |