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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ 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 & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $7,850 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 19 · EIN 06-1050034 THREE GATEWAY CTR, 14TH F · NEWARK, NJ 071024077 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,190 | $60,545+14.3% | $92,239-25.0% | $69,631-0.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 156.09% | 19.71%+136.4pp | 176.29%-20.2pp | 27571.02%-27414.9pp |
| Employer contribution / active EE | $1,475 | $2,633-44.0% | $3,680-59.9% | $2,032-27.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $92 | $145-36.5% | $5,194-98.2% | $110-16.7% |