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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $19,857 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $9,625 |
VENABLE LLP3+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N. 56TH ST., STE 380 · TAMPA, FL 33617 | Legal | $7,798 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD 500 INDEX FUND ADMIRAL SHS Service code 29 | Legal | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD SHORT-TERM INTERMEDIATE-GR Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,060 | $58,726-45.4% | $92,240-65.2% | $62,293-48.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.77% | 43.62%-34.8pp | 176.29%-167.5pp | 28.90%-20.1pp |
| Employer contribution / active EE | $722 | $2,392-69.8% | $3,680-80.4% | $2,042-64.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $246 | $556-55.7% | $5,194-95.3% | $479-48.6% |