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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 13-3689044 440 MAMARONECK AVE. · HARRISON, NY 10528 | Shareholder Servicing | $49,599 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,940 |
WEINZAPFEL AND COMPANY, LLC3+ years Filed as: WEINZAPFEL & COMPANY, LLC Service code 27 · EIN 26-2736088 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Advisory (Plan) | $15,000 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,300 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $14,201 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR. · MIAMISBURG, OH 45342 | Legal | $8,163 |
Service code 19 · EIN 04-3523567 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,324 | $221,442-86.8% | $92,240-68.2% | $77,958-62.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 16.18% | 15.65%+0.5pp | 176.29%-160.1pp | 20.87%-4.7pp |
| Employer contribution / active EE | $1,732 | $3,226-46.3% | $3,680-52.9% | $2,310-25.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $82 | $210-61.0% | $5,194-98.4% | $97-15.9% |