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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INSURANCE & ANN CO Service code 19 · EIN 06-1050034 THREE GATEWAY CTR, 14TH F · NEWARK, NJ 071024077 | Securities Custodian | $114,725 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $54,451 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0210528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $17,711 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, SUITE 112 · MADISON, TN 37115 | Accounting | $15,600 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $12,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,689 | $221,442-91.1% | $92,240-78.7% | $77,958-74.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 76.86% | 15.65%+61.2pp | 176.29%-99.4pp | 20.87%+56.0pp |
| Employer contribution / active EE | $1,303 | $3,226-59.6% | $3,680-64.6% | $2,310-43.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $133 | $210-36.3% | $5,194-97.4% | $97+37.1% |