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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $14,400 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENESAW, GA 30152 | Accounting | $4,500 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 303 PEACHTREE ST, STE 3600 · ATLANTA, GA 30308 | Legal | $3,626 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,908 | $55,516-93.0% | $75,784-94.8% | $59,188-93.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -1.86% | -1.89%0pp | 9.68%-11.5pp | 5.51%-7.4pp |
| Employer contribution / active EE | $1,014 | $2,604-61.1% | $3,323-69.5% | $2,098-51.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $25 | $110-77.5% | $5,300-99.5% | $92-73.1% |