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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $44,592 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKETPLACE DRIVE · DAYTON, OH 45342 | Legal | $36,257 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $25,700 |
DANIELS, IRWIN & AYLOR4+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $13,225 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Direct payment from the plan; Finders... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,850-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | -6.30% | 393.67%-400.0pp | 850.92%-857.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $3,221 | $2,682+20.1% | $3,631-11.3% | $2,078+55.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |