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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW HANLEY INVESTMENTS Service code 28 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Investment Management | $79,029 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $27,400 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $8,150 |
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 | $18,841 | $54,392-65.4% | $84,753-77.8% | $63,975-70.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 4.06% | 611.38%-607.3pp | 22.78%-18.7pp | 48.65%-44.6pp |
| Employer contribution / active EE | $1,679 | $2,943-43.0% | $3,574-53.0% | $2,182-23.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $114 | $136-15.8% | $5,333-97.9% | $70+62.4% |