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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-2619259 2018 POWERS FERRY RD 850 · ATLANTA, GA 30339 | Actuarial | $38,795 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $29,434 |
THE KULLMAN FIRM2+ years Service code 29 · EIN 72-0757805 1100 POYDRAS ST., 1600 · NEW ORLEANS, LA 70163 | Legal | $11,222 |
DANIELS, IRWIN & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST., 112 · MADISON, TN 37115 | Accounting | $8,400 |
MUTUAL FUNDS2+ years Filed as: MUTUAL FUNDS/COLLECTIVE TRUST FUND Service code 28 | Investment Management | $0 |
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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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | 7.55% | 7.15%+0.4pp | 8.32%-0.8pp | 10.21%-2.7pp |
| Employer contribution / active EE | $4,081 | $38,756-89.5% | $30,793-86.7% | $42,272-90.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |