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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $19,200 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $7,700 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 19 · EIN 06-1050034 THREE GATEWAY CTR, 14TH F · NEWARK, NJ 071024077 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,151 | $57,921-53.1% | $84,753-68.0% | $57,658-52.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -3.29% | 10.24%-13.5pp | 22.78%-26.1pp | 5.13%-8.4pp |
| Employer contribution / active EE | $1,367 | $2,598-47.4% | $3,574-61.8% | $1,974-30.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $88 | $130-32.2% | $5,333-98.4% | $95-6.9% |