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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $19,232 |
VENABLE LAW FIRM1+ years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824267 7402 N. 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $9,434 |
STEVEN D EISENBERG CPA PA1+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE100 · SUNRISE, FL 33325 | Accounting | $6,191 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,760-100.0% | $123,105-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 86.8%-86.8pp | 69.4%-69.4pp |
| Annual return | -0.00% | 2.93%-2.9pp | 13.22%-13.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $820 | $3,415-76.0% | $5,151-84.1% | $2,098-60.9% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,014-100.0% | $92-100.0% |