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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) | $40,695 |
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $19,387 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $11,142 |
DANIELS, IRWIN & AYLOR5+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $11,100 |
Filed as: MONEY MARKET & MUTUAL FUNDS Service code 10 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,598 | $81,719-68.7% | $101,271-74.7% | $90,274-71.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 2.78% | 337.64%-334.9pp | 46.48%-43.7pp | 53.97%-51.2pp |
| Employer contribution / active EE | $2,225 | $3,622-38.6% | $3,660-39.2% | $2,523-11.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $71 | $162-56.3% | $5,948-98.8% | $114-37.9% |