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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR SECURITIES3 years Service code 26 · EIN 62-1254593 100 WINNERS CIRCLE, STE. 400 · BRENTWOOD, TN 37027 | Advisory (Participants) | $12,904 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,270 |
TAYLOR WEBSTER3 years Service code 15 · EIN 62-1281073 DBA QUALIFIED RETIREMENT SERVICES · BRENTWOOD, TN 370271101 | Recordkeeping | $733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,159 | $64,138-24.9% | $112,258-57.1% | $66,930-28.0% |
| Participation rate | 20.0% | 68.5%-48.5pp | 75.1%-55.1pp | 69.8%-49.8pp |
| Annual return | -20.06% | -13.81%-6.3pp | 27.47%-47.5pp | 1.57%-21.6pp |
| Employer contribution / active EE | $889 | $3,006-70.4% | $3,636-75.5% | $2,545-65.1% |
| Participant deferral / active EE | $2,095 | $3,694-43.3% | $4,728-55.7% | $4,238-50.6% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |