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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $18,638 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $12,500 |
VENABLE LAW FIRM2+ years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824267 7402 N. 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $12,227 |
STEVEN D EISENBERG CPA PA2+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE100 · SUNRISE, FL 33325 | Accounting | $6,868 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 6.49% | 13.11%-6.6pp | 29.29%-22.8pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,035 | $3,503-70.4% | $5,211-80.1% | $2,182-52.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |