Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $19,887 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $9,350 |
VENABLE LLP2+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N. 56TH ST., STE 380 · TAMPA, FL 33617 | Legal | $3,901 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD 500 INDEX FUND ADMIRAL SHS Service code 19 | Securities Custodian | $0 |
THE VANGUARD GROUP, INC.2+ 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 | $29,533 | $52,884-44.2% | $84,753-65.2% | $55,167-46.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.06% | 18.03%-12.0pp | 22.78%-16.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $595 | $2,233-73.4% | $3,574-83.4% | $1,963-69.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $208 | $581-64.3% | $5,333-96.1% | $504-58.8% |