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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS5+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $14,400 |
Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $6,500 |
Service code 29 · EIN 58-1423485 171 17TH ST, NW · ATLANTA, GA 30363 | Legal | $3,732 |
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 | $8,370 | $66,051-87.3% | $92,903-91.0% | $77,775-89.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 14.84% | 20.69%-5.8pp | 109.43%-94.6pp | 32.58%-17.7pp |
| Employer contribution / active EE | $2,007 | $3,426-41.4% | $3,653-45.1% | $2,504-19.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $26 | $148-82.4% | $5,795-99.6% | $100-74.0% |