Filed December 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.1+ years Filed as: ACUFF & ASSOCIATES Service code 64 210 WESTWOOD PL STE 1400 · BRENTWOOD, TN 37027 | Recordkeeping Fees | $19,286 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,861 |
Filed as: ELLISON, KIBLER&ASSOC MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,352 | $31,370-12.8% | $74,577-63.3% | $63,975-57.2% |
| Participation rate | 28.0% | 42.6%-14.6pp | 68.1%-40.1pp | 71.1%-43.2pp |
| Annual return | 13.65% | -105.16%+118.8pp | 20.47%-6.8pp | 48.65%-35.0pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,442 | $1,560-7.6% | $3,458-58.3% | $3,356-57.0% |
| Admin fee / account holder | $43 | $77-44.1% | $4,138-99.0% | $70-39.1% |