Filed April 5, 2000 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN PENSION SERVICES2 years Filed as: SOUTHERN PENSION SERVICES, INC. Service code 49 | Other Services | $8,270 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $7,162 |
SOUTHERN PENSION SERVICES9 years Service code 49 · EIN 59-3461974 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,325 | $88,186+52.3% | $165,071-18.6% | $74,459+80.4% |
| Participation rate | 91.9% | 73.1%+18.7pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | 11.56% | 17.13%-5.6pp | 70.17%-58.6pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $3,737 | $2,600+43.7% | $4,347-14.0% | $2,626+42.3% |
| Participant deferral / active EE | $7,063 | $4,505+56.8% | $6,035+17.0% | $4,350+62.4% |
| Admin fee / account holder | $61 | $2,234-97.3% | $12,695-99.5% | $1,945-96.9% |