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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS10+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $31,715 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL,LLC Service code 27 · EIN 59-3676225 531 W MORSE BLVD. STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $16,875 |
VENABLE LAW FIRM10+ years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824267 7402 N. 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $8,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,979 | $122,585-83.7% | $184,256-89.2% | $200,096-90.0% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 9.21% | 144.12%-134.9pp | 28.85%-19.6pp | 34.26%-25.1pp |
| Employer contribution / active EE | $1,386 | $4,571-69.7% | $6,427-78.4% | $3,038-54.4% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $87 | $120-27.3% | $13,899-99.4% | $269-67.5% |