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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 440 MAMARONECK AVE. · HARRISON, NY 10528 | Participant loan processing; Sharehol... | $249,991 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $48,156 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY THE DOBBS GROUP Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $35,000 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $17,600 |
ASCENSUS LLC8 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70B RHOADS CENTER DRIVE · CENTERVILLE, OH 45458 | Legal | $9,622 |
MUTUAL FUNDS7 years Service code 19 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,399 | $241,850-71.7% | $102,437-33.2% | $200,096-65.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.15% | 17.67%-4.5pp | 24.95%-11.8pp | 34.26%-21.1pp |
| Employer contribution / active EE | $2,523 | $4,253-40.7% | $3,871-34.8% | $3,038-16.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $292 | $288+1.5% | $8,388-96.5% | $269+8.6% |