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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN BENEFITS ADMINISTRATORS IN Service code 14 · EIN 62-1116095 | Plan Administrator | $22,933 |
LAPADULA CARLSON & CO2 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $9,571 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,713 | $106,351-93.7% | $105,223-93.6% | $103,975-93.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 6.35% | 11.69%-5.3pp | 180.65%-174.3pp | 19.41%-13.1pp |
| Employer contribution / active EE | $2,563 | $5,336-52.0% | $3,689-30.5% | $3,722-31.1% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $24 | $316-92.5% | $8,859-99.7% | $332-92.9% |