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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 | $107,849 |
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $56,163 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $25,000 |
DANIELS, IRWIN & AYLOR4 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, SUITE 112 · MADISON, TN 37115 | Accounting | $14,100 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0210528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $8,267 |
MUTUAL FUNDS3 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 | $36,040 | $81,719-55.9% | $101,264-64.4% | $90,274-60.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.96% | 337.64%-324.7pp | 46.48%-33.5pp | 53.97%-41.0pp |
| Employer contribution / active EE | $2,123 | $3,622-41.4% | $3,660-42.0% | $2,523-15.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $174 | $162+7.2% | $5,947-97.1% | $114+52.2% |