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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $19,800 |
VENABLE LLP1+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N. 56TH ST., STE 380 · TAMPA, FL 33617 | Legal | $10,417 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $8,475 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD 500 INDEX FUND ADMIRAL SHS Service code 19 | Securities Custodian | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD SHORT-TERM INTERMEDIATE-GR Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,536 | $50,464-41.5% | $75,784-61.0% | $52,331-43.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 0.27% | 1.03%-0.8pp | 9.68%-9.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $716 | $1,988-64.0% | $3,323-78.5% | $1,882-62.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $259 | $1,103-76.6% | $5,300-95.1% | $592-56.3% |