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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 19 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Securities Custodian | $75,952 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $70,358 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $25,000 |
DANIELS, IRWIN & AYLOR8 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, SUITE 112 · MADISON, TN 37115 | Accounting | $14,200 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0210528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $7,364 |
MUTUAL FUNDS7 years 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 | $43,259 | $241,101-82.1% | $103,374-58.2% | $199,768-78.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.93% | 17.80%-5.9pp | 24.89%-13.0pp | 34.26%-22.3pp |
| Employer contribution / active EE | $2,664 | $4,244-37.2% | $3,869-31.1% | $3,037-12.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $161 | $288-44.2% | $8,394-98.1% | $269-40.3% |