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| Provider | Service type | Compensation |
|---|---|---|
BURLEIGH CONSULTING GROUP1+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Consulting | $19,107 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 72 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,057 | $34,220-53.1% | $73,836-78.3% | $59,188-72.9% |
| Participation rate | 98.0% | 59.1%+38.8pp | 73.4%+24.5pp | 69.4%+28.5pp |
| Annual return | -6.03% | 3.36%-9.4pp | 2268.06%-2274.1pp | 5.51%-11.5pp |
| Employer contribution / active EE | $1,771 | $1,480+19.7% | $2,787-36.5% | $2,098-15.6% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $9 | $64-86.3% | $4,882-99.8% | $92-90.5% |