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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ 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,LLC2+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENESAW, GA 30152 | Accounting | $7,850 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 303 PEACHTREE ST, STE 3600 · ATLANTA, GA 30308 | Legal | $3,600 |
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 | $4,725 | $54,392-91.3% | $84,753-94.4% | $63,975-92.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 3.18% | 611.38%-608.2pp | 22.78%-19.6pp | 48.65%-45.5pp |
| Employer contribution / active EE | $995 | $2,943-66.2% | $3,574-72.2% | $2,182-54.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $28 | $136-79.7% | $5,333-99.5% | $70-60.9% |