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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1517485 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $78,146 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $38,338 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $15,625 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $14,347 |
MONEY CONCEPTS CAPITAL CORP6 years Filed as: MONEY MARKET & MUTUAL FUNDS Service code 19 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,294 | $98,776-83.5% | $119,126-86.3% | $89,670-81.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 7.88% | 9.25%-1.4pp | 282.11%-274.2pp | 19.66%-11.8pp |
| Employer contribution / active EE | $4,721 | $5,802-18.6% | $4,034+17.0% | $4,041+16.8% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $43 | $230-81.3% | $10,693-99.6% | $352-87.7% |