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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 |
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 | $98,273-93.2% | $150,734-95.5% | $85,660-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 6.35% | 7.62%-1.3pp | 600.81%-594.5pp | 19.52%-13.2pp |
| Employer contribution / active EE | $2,563 | $5,764-55.5% | $4,918-47.9% | $4,199-39.0% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $24 | $226-89.5% | $14,905-99.8% | $224-89.4% |