Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 83-2238494 205 POWELL PLACE · BRENTWOOD, TN 37027 | Advisory (Participants) | $393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,262 | $52,293-80.4% | $178,499-94.3% | $73,412-86.0% |
| Participation rate | 6.3% | 65.3%-59.1pp | 81.9%-75.7pp | 72.2%-65.9pp |
| Annual return | 27.69% | 34.75%-7.1pp | 151.10%-123.4pp | 59.30%-31.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $258 | $2,332-88.9% | $5,202-95.0% | $3,806-93.2% |
| Admin fee / account holder | $68 | $127-46.5% | $13,986-99.5% | $158-56.9% |