Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $84,605 |
PACIFIC INCOME ADVISORS2+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $66,451 |
POLEN CAPITAL2+ years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BL. 300 · BOCA RATON, FL 33431 | Investment Management | $47,080 |
BLACKROCK2+ years Service code 28 · EIN 20-5319476 55 EAST 52ND ST · NEW YORK, NY 10055 | Investment Management | $45,448 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $27,374 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,325 |
Filed as: HANSBERGER GROWTH INVESTORS Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $12,478 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 100 N TAMPA ST., 3000 · TAMPA, FL 33602 | Securities Custodian | $11,663 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE 5TH FL · BOSTON, MA 02210 | Investment Management | $10,550 |
KENNEDY CAPITAL2+ years Service code 28 · EIN 43-1225600 10829 OLIVE BLVD · ST. LOUIS, MO 63141 | Investment Management | $10,184 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.23% | 3.49%+3.7pp | 4.16%+3.1pp | 7.18%0pp |
| Employer contribution / active EE | $5,408 | $11,083-51.2% | $29,966-82.0% | $13,095-58.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |