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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $106,000 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557420 301 SOUTH COLLEGE ST STE 292 · CHARLOTTE, NC 28202 | Investment Management | $47,917 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $44,204 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 72-0210640 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 | Investment Management | $26,710 |
Filed as: DENNIS G JENKINS, CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $25,275 |
THE SEGAL COMPANY5+ 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 year Filed as: CAPITAL ON BANK Service code 19 · EIN 72-0210640 201 CHARLES ST · NEW ORLEANS, LA 70170 | Securities Custodian | $7,647 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 18.51% | 10.27%+8.2pp | 10.56%+7.9pp | 53.27%-34.8pp |
| Employer contribution / active EE | $3,296 | $12,273-73.1% | $30,197-89.1% | $14,774-77.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |