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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $42,196 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,526 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,014 | $75,388-35.0% | $123,549-60.3% | $55,725-12.0% |
| Participation rate | 84.8% | 75.7%+9.2pp | 82.3%+2.5pp | 70.9%+14.0pp |
| Annual return | 75.09% | 4.48%+70.6pp | 119.20%-44.1pp | 244.93%-169.8pp |
| Employer contribution / active EE | $6,186 | $3,063+101.9% | $4,628+33.7% | $2,078+197.7% |
| Participant deferral / active EE | $14,922 | $5,651+164.1% | $6,426+132.2% | $3,356+344.7% |
| Admin fee / account holder | $135 | $120+12.8% | $9,284-98.5% | $115+17.2% |