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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $94,573 |
STANDARD VALUATIONS9+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $32,450 |
DANIELS, IRWIN & AYLOR9+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $23,600 |
HARTNETT REYES-JONES, LLC6 years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $13,962 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
GAC & MUTUAL FUNDS4 years Service code 19 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,902 | $88,479+114.6% | $96,543+96.7% | $80,187+136.8% |
| Participation rate | 90.8% | 79.9%+10.9pp | 74.3%+16.4pp | 72.9%+17.8pp |
| Annual return | 16.88% | 22.53%-5.7pp | 35.75%-18.9pp | 40.40%-23.5pp |
| Employer contribution / active EE | $6,362 | $4,177+52.3% | $3,741+70.1% | $2,980+113.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $126 | $211-40.3% | $6,737-98.1% | $145-13.0% |