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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $25,241 |
STEVEN D EISENBERG CPA PA5 years Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $8,902 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,213 | $122,596-96.6% | $184,260-97.7% | $199,960-97.9% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 6.51% | 144.14%-137.6pp | 28.84%-22.3pp | 34.28%-27.8pp |
| Employer contribution / active EE | $1,272 | $4,570-72.2% | $6,427-80.2% | $3,036-58.1% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,087-100.0% |
| Admin fee / account holder | $31 | $120-74.4% | $13,898-99.8% | $269-88.5% |