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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN BENEFITS ADMINISTRATORS Service code 14 · EIN 62-1116095 | Plan Administrator | $40,806 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $13,460 |
ARNALL GOLDEN GREGORY LLP9 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 | Legal | $7,678 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 29 · EIN 41-1788385 | Legal | $1,135 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,221 | $92,224-80.2% | $105,223-82.7% | $79,634-77.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 6.96% | 88.65%-81.7pp | 180.65%-173.7pp | 36.46%-29.5pp |
| Employer contribution / active EE | $2,296 | $3,965-42.1% | $3,689-37.7% | $2,529-9.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $220 | $1,121-80.4% | $8,859-97.5% | $1,002-78.1% |