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| Provider | Service type | Compensation |
|---|---|---|
GREEN HASSON JANKS1+ years Filed as: GREEN SQUARE CAPITAL Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $41,440 |
CINCINNATI ASSET MANAGEMENT1+ years Service code 28 · EIN 31-1264576 | Investment Management | $18,143 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,001 | $60,165+146.0% | $74,184+99.5% | $55,167+168.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -1.53% | 10.00%-11.5pp | 17.74%-19.3pp | 169.23%-170.8pp |
| Employer contribution / active EE | $9,662 | $1,600+504.0% | $2,370+307.7% | $1,963+392.3% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $284 | $419-32.2% | $5,586-94.9% | $504-43.6% |