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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $56,787 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DR 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $45,280 |
DANIELS, IRWIN & AYLOR5+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $15,350 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $5,745 |
MUTUAL & EXCHANGE TRADED FUNDS5+ years Service code 19 | Securities Custodian | $0 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -2.20% | 6.95%-9.1pp | 8.01%-10.2pp | 627.08%-629.3pp |
| Employer contribution / active EE | $10,072 | $11,635-13.4% | $29,475-65.8% | $18,824-46.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |