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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $18,576 |
Service code 99 · EIN 46-2309236 | Other Fees | $12,052 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,187 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS SVCS Service code 49 · EIN 20-5923747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,952 | $55,437+15.4% | $155,534-58.9% | $74,459-14.1% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.2pp | 67.2%-2.2pp |
| Annual return | 14.87% | 269.58%-254.7pp | 64.92%-50.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,144 | $2,266-49.5% | $4,675-75.5% | $2,626-56.4% |
| Participant deferral / active EE | $5,153 | $2,837+81.6% | $5,630-8.5% | $4,350+18.5% |
| Admin fee / account holder | $147 | $1,742-91.5% | $15,900-99.1% | $1,945-92.4% |