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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 MANAGEMENT6+ years Service code 28 · EIN 56-1557420 301 SOUTH COLLEGE ST STE 292 · CHARLOTTE, NC 28202 | Investment Management | $52,145 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 72-0210640 900 7TH ST NW STE 600 · WASHINGTON, DC 20001 | Investment Management | $27,836 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $25,591 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ROGERCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 | Advisory (Plan) | $21,000 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G JENKINS, CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $19,500 |
AMERICAN FUNDS2 years Filed as: CAPITAL ON BANK Service code 19 · EIN 72-0210640 201 CHARLES ST · NEW ORLEANS, LA 70170 | Securities Custodian | $7,857 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 11.81% | 6.41%+5.4pp | 8.01%+3.8pp | 11.45%+0.4pp |
| Employer contribution / active EE | $2,992 | $11,592-74.2% | $29,475-89.8% | $17,219-82.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |