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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ELLIS AND WARD CONSULTING GROUP Service code 11 · EIN 62-1417683 985 CORDOVA STATION AV, · CORDOVA, TN 38018 | Actuarial | $10,320 |
Filed as: LOCTON INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $10,000 |
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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 | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 6.18% | 6.80%-0.6pp | 7.98%-1.8pp | 4.16%+2.0pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |