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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2619259 2018 POWERS FERRY RD 850 · ATLANTA, GA 30339 | Actuarial | $47,080 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $29,400 |
THE KULLMAN FIRM1+ years Service code 29 · EIN 72-0757805 1100 POYDRAS ST., 1600 · NEW ORLEANS, LA 70163 | Legal | $16,141 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST., 112 · MADISON, TN 37115 | Accounting | $8,250 |
MUTUAL FUNDS1+ years Filed as: MUTUAL FUNDS/COLLECTIVE TRUST FUND Service code 28 | Investment Management | $0 |
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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 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 2.42% | 4.44%-2.0pp | 4.16%-1.7pp | 4.16%-1.7pp |
| Employer contribution / active EE | $253,333 | $38,002+566.6% | $29,966+745.4% | $42,918+490.3% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |