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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 | $95,770 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $31,800 |
DENNIS G. JENKINS, CPA,LLC2+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,039 | $221,442-91.0% | $92,240-78.3% | $77,958-74.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 6.55% | 15.65%-9.1pp | 176.29%-169.7pp | 20.87%-14.3pp |
| Employer contribution / active EE | $2,215 | $3,226-31.3% | $3,680-39.8% | $2,310-4.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $121 | $210-42.2% | $5,194-97.7% | $97+24.4% |