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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $44,536 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $24,925 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKETPLACE DRIVE · DAYTON, OH 45342 | Legal | $12,509 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $11,200 |
Service code 59 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,940 | $60,545-4.3% | $92,239-37.2% | $69,631-16.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.91% | 19.71%-4.8pp | 176.29%-161.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $3,776 | $2,633+43.4% | $3,680+2.6% | $2,032+85.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $126 | $145-12.8% | $5,194-97.6% | $110+14.3% |