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| Provider | Service type | Compensation |
|---|---|---|
ERISA ADVISERS, INC.1 year Service code 26 · EIN 46-4414880 7003 CHADWICK DRIVE · BRENTWOOD, TN 37027 | Advisory (Participants) | $5,066 |
ERISA PARTNERS, INC.1 year Service code 15 · EIN 64-0815705 7003 CHADWICK DRIVE · BRENTWOOD, TN 37027 | Recordkeeping | $5,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,939 | $65,092-27.9% | $143,799-67.4% | $66,938-29.9% |
| Participation rate | 11.9% | 65.2%-53.3pp | 80.3%-68.4pp | 69.8%-57.9pp |
| Annual return | -19.92% | -11.14%-8.8pp | -0.04%-19.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,041 | $2,920-64.3% | $5,638-81.5% | $4,238-75.4% |
| Admin fee / account holder | $459 | $502-8.6% | $14,677-96.9% | $594-22.6% |