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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $72,000 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-2619259 2018 POWER FERRY RD., STE 850 · ATLANTA, GA 30339 | Consulting | $65,613 |
GORDON ASSET MANAGEMENT1+ years Filed as: GORDON & FEIMBLATT Service code 29 · EIN 13-2646110 333 WEST 34TH ST · BALTIMORE, MD 21020 | Legal | $49,416 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557420 301 SOUTH COLLEGE ST STE 292 · CHARLOTTE, NC 28202 | Investment Management | $36,540 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $26,200 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 72-0210640 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 | Investment Management | $21,698 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 | Advisory (Plan) | $21,000 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ONE BANK Service code 19 · EIN 72-0210640 201 CHARLES ST · NEW ORLEANS, LA 70170 | Securities Custodian | $5,256 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.51% | 0.68%-0.2pp | -1.61%+2.1pp | -0.60%+1.1pp |
| Employer contribution / active EE | $4,653 | $10,568-56.0% | $30,840-84.9% | $12,272-62.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |