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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $25,574 |
VENABLE LAW FIRM3+ years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824267 7402 N. 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $15,977 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $15,625 |
STEVEN D EISENBERG CPA PA3+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE100 · SUNRISE, FL 33325 | Accounting | $7,441 |
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 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 12.66% | 20.36%-7.7pp | 1501.67%-1489.0pp | 20.87%-8.2pp |
| Employer contribution / active EE | $1,064 | $3,727-71.5% | $5,444-80.5% | $2,310-54.0% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |