Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW HANLEY INVESTMENTS Service code 28 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Investment Management | $115,500 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $34,800 |
DENNIS G. JENKINS, CPA,LLC3+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 3.87% | 3.84%0pp | 850.99%-847.1pp | -0.04%+3.9pp |
| Employer contribution / active EE | $2,572 | $3,343-23.1% | $3,631-29.2% | $2,405+7.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |