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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-2619259 2018 POWERS FERRY RD 850 · ATLANTA, GA 30339 | Actuarial | $34,535 |
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $29,454 |
DANIELS, IRWIN & AYLOR5+ years Service code 10 · EIN 62-1802605 223 MADISON ST., 112 · MADISON, TN 37115 | Accounting | $9,250 |
THE KULLMAN FIRM5+ years Service code 29 · EIN 72-0757805 1100 POYDRAS ST., 1600 · NEW ORLEANS, LA 70163 | Legal | $2,072 |
MUTUAL FUNDS1 year Filed as: MM, MUTUAL FUNDS & COLLECTIVE TRUST 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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 6.53% | 7.89%-1.4pp | 8.01%-1.5pp | 259.14%-252.6pp |
| Employer contribution / active EE | $2,056 | $36,824-94.4% | $29,475-93.0% | $41,471-95.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |