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| Provider | Service type | Compensation |
|---|---|---|
DHR ADVISORY SERVICES1 year Filed as: DHR ADVISORY SERVICES, LLC Service code 27 · EIN 27-3108558 | Advisory (Plan) | $17,578 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,393 |
Filed as: FIDUCIARY CONSULTING GROUP INC Service code 20 · EIN 20-2807852 1832 WARD DRIVE · MURFREESBORO, TN 37129 | Trustee (individual) | $8,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,089 | $55,453-67.4% | $170,436-89.4% | $62,293-71.0% |
| Participation rate | 55.8% | 66.4%-10.6pp | 83.6%-27.8pp | 69.5%-13.7pp |
| Annual return | 24.87% | 21.38%+3.5pp | 205.94%-181.1pp | 28.90%-4.0pp |
| Employer contribution / active EE | $1,012 | $2,164-53.2% | $5,433-81.4% | $2,042-50.4% |
| Participant deferral / active EE | $1,563 | $2,303-32.1% | $4,939-68.4% | $3,169-50.7% |
| Admin fee / account holder | $289 | $455-36.4% | $13,880-97.9% | $479-39.6% |