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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-2619259 2018 POWERS FERRY RD 850 · ATLANTA, GA 30339 | Actuarial | $32,464 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $29,438 |
DANIELS, IRWIN & AYLOR3+ years Service code 10 · EIN 62-1802605 223 MADISON ST., 112 · MADISON, TN 37115 | Accounting | $8,650 |
THE KULLMAN FIRM3+ years Service code 29 · EIN 72-0757805 1100 POYDRAS ST., 1600 · NEW ORLEANS, LA 70163 | Legal | $3,485 |
MUTUAL FUNDS3+ 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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | 5.75% | -1035.07%+1040.8pp | -752.26%+758.0pp | -82.66%+88.4pp |
| Employer contribution / active EE | $2,243 | $39,756-94.4% | $31,802-92.9% | $43,771-94.9% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |