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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHERN BENEFITS ADMINISTRATORS IN Service code 14 · EIN 62-1116095 | Plan Administrator | $12,000 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $8,500 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,426 | $241,850-97.8% | $102,383-94.7% | $199,921-97.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 5.53% | 17.67%-12.1pp | 24.94%-19.4pp | 34.28%-28.8pp |
| Employer contribution / active EE | $2,837 | $4,253-33.3% | $3,870-26.7% | $3,035-6.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $24 | $288-91.5% | $8,391-99.7% | $269-90.9% |