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 ADMINISTRATORS8+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $93,000 |
STANDARD VALUATIONS8+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $31,475 |
HARTNETT REYES-JONES, LLC5 years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $27,991 |
DANIELS, IRWIN & AYLOR8+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $23,475 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $3,761 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
GAC & MUTUAL FUNDS3 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 | $173,899 | $76,774+126.5% | $112,270+54.9% | $77,906+123.2% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.1%+16.6pp | 73.7%+18.0pp |
| Annual return | -14.80% | -10.25%-4.5pp | 27.49%-42.3pp | 12.16%-27.0pp |
| Employer contribution / active EE | $6,199 | $3,977+55.9% | $3,635+70.5% | $2,846+117.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $113 | $239-52.5% | $6,411-98.2% | $133-14.5% |