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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 ONE 10TH STREET STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $22,532 |
SOUTHERN BENEFIT ADMINISTRATORS6+ 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 Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $9,250 |
ARNALL GOLDEN GREGORY LLP2 years Service code 29 · EIN 58-1423485 171 17TH ST, NW · ATLANTA, GA 30363 | Legal | $3,784 |
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 | $11,078 | $81,719-86.4% | $101,271-89.1% | $90,274-87.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.95% | 337.64%-327.7pp | 46.48%-36.5pp | 53.97%-44.0pp |
| Employer contribution / active EE | $2,167 | $3,622-40.2% | $3,660-40.8% | $2,523-14.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $33 | $162-79.4% | $5,948-99.4% | $114-70.7% |