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 |
|---|---|---|
Service code 14 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Plan Administrator | $30,427 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 PO BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $18,079 |
Filed as: CARR, RIGGS & INGRAM, CPAS & ADVISO Service code 10 · EIN 72-1396621 901 BOLL WEEVIL CIR 200 · ENTERPRISE, AL 36330 | Accounting | $12,500 |
Service code 29 · EIN 58-1368590 2-20TH ST NORTH, STE 930 · BIRMINGHAM, AL 35203 | Legal | $10,151 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,979 | $56,443-84.1% | $83,850-89.3% | $55,725-83.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 6.47% | 393.67%-387.2pp | 850.92%-844.5pp | 244.93%-238.5pp |
| Employer contribution / active EE | $1,693 | $2,682-36.9% | $3,631-53.4% | $2,078-18.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $169 | $156+8.4% | $5,478-96.9% | $115+47.1% |