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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS9+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $30,556 |
ANDCO CONSULTING8 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $13,500 |
VENABLE LAW FIRM9+ years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824267 7402 N. 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $9,450 |
STEVEN D EISENBERG CPA PA9+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE100 · SUNRISE, FL 33325 | Accounting | $9,272 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,829 | $112,686-83.3% | $169,993-88.9% | $80,160-76.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 10.27% | 67.04%-56.8pp | 53.37%-43.1pp | 40.38%-30.1pp |
| Employer contribution / active EE | $1,271 | $4,481-71.6% | $6,785-81.3% | $2,978-57.3% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $63 | $99-36.7% | $12,815-99.5% | $145-56.7% |