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| Provider | Service type | Compensation |
|---|---|---|
ELLIS BENEFITS GROUP, INC.2+ years Service code 11 985 CORDOVA STATION · CORDOVA, TN 38018 | Actuarial | $17,960 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS TRUST SERVICES Service code 21 165 MADISON AVENUE, SUITE 1400 · MEMPHIS, TN 38103 | Bank Trustee | $13,949 |
DELTA ASSET MANAGEMENT, LLC2+ years Filed as: DELTA ASSET MANAGEMENT Service code 28 · EIN 62-1855684 | Investment Management | $8,875 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 16.45% | 5.28%+11.2pp | 16.78%-0.3pp | 10.21%+6.2pp |
| Employer contribution / active EE | $20,122 | $35,590-43.5% | $26,328-23.6% | $42,272-52.4% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |