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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $55,738 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DR 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $52,927 |
DANIELS, IRWIN & AYLOR3+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,775 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $5,440 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 11590 N MERIDIAN ST 610 · CARMEL, IN 46032 | Actuarial | $4,800 |
MUTUAL & EXCHANGE TRADED FUNDS3+ years Service code 19 | Securities Custodian | $0 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 6.68% | 1.05%+5.6pp | -752.26%+758.9pp | -0.69%+7.4pp |
| Employer contribution / active EE | $9,547 | $11,363-16.0% | $31,802-70.0% | $16,786-43.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |