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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 |
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 | $86,882-79.0% | $150,734-87.9% | $69,255-73.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 6.96% | 10.69%-3.7pp | 600.81%-593.8pp | 26.73%-19.8pp |
| Employer contribution / active EE | $2,296 | $5,194-55.8% | $4,918-53.3% | $2,645-13.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $220 | $630-65.1% | $14,905-98.5% | $733-70.0% |