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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 | $98,776-93.2% | $119,126-94.4% | $89,670-92.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 6.35% | 9.25%-2.9pp | 282.11%-275.8pp | 19.66%-13.3pp |
| Employer contribution / active EE | $2,563 | $5,802-55.8% | $4,034-36.5% | $4,041-36.6% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $24 | $230-89.7% | $10,693-99.8% | $352-93.3% |