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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 | $63,018 |
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $36,000 |
VICTORY1 year Filed as: VICTORY CAPITAL INVESTMENT TRUST Service code 28 · EIN 90-6240599 4249 EASTON WAY STE 43219 · COLUMBUS, OH 43219 | Investment Management | $33,809 |
Service code 27 · EIN 58-1645832 570 EAST YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $17,500 |
POST ADVISORY GROUP1 year Filed as: POST ADVISIORY GROUP LLC Service code 28 · EIN 95-4814300 2049 CENTURY PARK EAST STE 3050 · LOS ANGELES, CA 90067 | Investment Management | $11,282 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G. JENKINS,CPA,LLCQ Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $9,000 |
Service code 29 · EIN 62-0513048 227 SECOND AVE NORTH · NASHVILLE, TN 37201 | Legal | $2,575 |
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 | $25,771 | $81,719-68.5% | $101,275-74.6% | $90,274-71.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 2.30% | 337.64%-335.3pp | 46.48%-44.2pp | 53.97%-51.7pp |
| Employer contribution / active EE | $3,536 | $3,622-2.4% | $3,660-3.4% | $2,523+40.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $125 | $162-22.8% | $5,948-97.9% | $114+9.6% |