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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $72,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS,LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $71,486 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-2619259 2018 POWER FERRY RD., STE 850 · ATLANTA, GA 30339 | Consulting | $56,764 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557420 301 SOUTH COLLEGE ST STE 292 · CHARLOTTE, NC 28202 | Investment Management | $38,970 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 72-0210640 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 | Investment Management | $23,741 |
DENNIS G. JENKINS, CPA,LLC3+ years Filed as: DENNIS G. JENKINS CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $22,250 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 | Advisory (Plan) | $21,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL ONE BANK Service code 19 · EIN 72-0210640 201 CHARLES ST · NEW ORLEANS, LA 70170 | Securities Custodian | $5,790 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.39% | 11.78%+0.6pp | 8.32%+4.1pp | 23.90%-11.5pp |
| Employer contribution / active EE | $4,960 | $11,309-56.1% | $30,793-83.9% | $16,539-70.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |