Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $55,739 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DR 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $53,841 |
DANIELS, IRWIN & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,550 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $7,982 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 11590 N MERIDIAN ST 610 · CARMEL, IN 46032 | Actuarial | $4,500 |
MUTUAL & EXCHANGE TRADED FUNDS2+ years Service code 19 | Securities Custodian | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 8.13% | 11.09%-3.0pp | 8.32%-0.2pp | 13.95%-5.8pp |
| Employer contribution / active EE | $10,286 | $10,980-6.3% | $30,793-66.6% | $16,598-38.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |