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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 | $120,786 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $54,628 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $25,000 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, SUITE 112 · MADISON, TN 37115 | Accounting | $17,500 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0210528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $8,290 |
MUTUAL FUNDS1 year Service code 19 | Securities Custodian | $0 |
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 | $18,116 | $60,396-70.0% | $83,850-78.4% | $75,289-75.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.24% | 3.84%-9.1pp | 850.92%-856.2pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,417 | $3,343-57.6% | $3,631-61.0% | $2,405-41.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $133 | $141-5.7% | $5,478-97.6% | $102+30.1% |