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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $6,000 |
2 funds hold $2.6M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Southern Benefit Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| MetLife MetLife · Insurance contract | $1.9M | 74.8% |
| Principal Life Principal · Insurance contract | $654K | 25.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.