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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) | $32,391 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $19,411 |
WILMINGTON TRUST2 years Service code 28 1100 N MARKET ST 1 · WILMINGTON, DE 19801 | Investment Management | $11,702 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $10,306 |
DANIELS, IRWIN & AYLOR3+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $9,775 |
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 | $22,721 | $60,396-62.4% | $83,830-72.9% | $75,289-69.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 4.19% | 3.84%+0.3pp | 850.97%-846.8pp | -0.04%+4.2pp |
| Employer contribution / active EE | $1,965 | $3,343-41.2% | $3,631-45.9% | $2,405-18.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $82 | $141-41.7% | $5,479-98.5% | $102-19.6% |