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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $66,539 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $48,221 |
REYNOLDS CONSULTING SERVICES8 years Service code 70 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Consulting Fees | $29,167 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $16,750 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILLE, TN 37203 | Legal | $9,435 |
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 | $69,491 | $81,557-14.8% | $123,973-43.9% | $65,191+6.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 8.08% | 11.45%-3.4pp | 388.13%-380.0pp | 51.24%-43.2pp |
| Employer contribution / active EE | $3,361 | $4,637-27.5% | $4,126-18.5% | $2,400+40.1% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $216 | $1,040-79.2% | $11,799-98.2% | $907-76.1% |