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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $106,000 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 27 · EIN 56-1557420 301 SOUTH COLLEGE ST STE 292 · CHARLOTTE, NC 28202 | Advisory (Plan) | $42,388 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS,LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $36,793 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 72-0210640 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 | Investment Management | $25,701 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGERCASEY Service code 16 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $21,000 |
DENNIS G. JENKINS, CPA,LLC4+ years Filed as: DENNIS G. JENKINS CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $19,500 |
AMERICAN FUNDS4+ years Filed as: CAPITAL ONE BANK Service code 28 · EIN 72-0210640 201 CHARLES ST · NEW ORLEANS, LA 70170 | Investment Management | $6,231 |
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Participant 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -2.40% | 4.25%-6.6pp | -752.26%+749.9pp | 0.19%-2.6pp |
| Employer contribution / active EE | $0 | $11,906-100.0% | $31,802-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $2,934 | $1,467+100.0% | $47+6087.7% | $804+265.2% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |