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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $19,800 |
DANIELS, IRWIN & AYLOR6+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $8,850 |
VENABLE LLP6+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N. 56TH ST., STE 380 · TAMPA, FL 33617 | Legal | $1,683 |
MUTUAL FUNDS2 years Service code 19 | Securities Custodian | $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 | $25,525 | $69,383-63.2% | $101,271-74.8% | $73,493-65.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 11.10% | 18.46%-7.4pp | 46.48%-35.4pp | 28.51%-17.4pp |
| Employer contribution / active EE | $838 | $2,628-68.1% | $3,660-77.1% | $2,270-63.1% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $168 | $704-76.1% | $5,948-97.2% | $513-67.2% |