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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Plan Administrator | $45,912 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 PO BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $18,274 |
DANIELS, IRWIN & AYLOR2 years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $11,050 |
Service code 29 · EIN 58-1368590 2-20TH ST NORTH, STE 930 · BIRMINGHAM, AL 35203 | Legal | $7,313 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,995 | $91,517-86.9% | $101,264-88.2% | $73,412-83.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 3.35% | 17.17%-13.8pp | 46.48%-43.1pp | 59.30%-55.9pp |
| Employer contribution / active EE | $1,775 | $2,877-38.3% | $3,660-51.5% | $2,234-20.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $174 | $216-19.3% | $5,947-97.1% | $158+10.4% |