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| Provider | Service type | Compensation |
|---|---|---|
PENCHECKS3 years Service code 99 · EIN 33-6134835 | Other Fees | $12,870 |
BURLEIGH CONSULTING GROUP6+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Consulting | $4,695 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
Service code 72 | Other investment fees and expenses | $0 |
NATIONAL FINANCIAL SERVICES6+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 70 | Consulting Fees | $0 |
NATIONAL FINANCIAL SERVICES2 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,189 | $47,634-49.2% | $90,430-73.3% | $90,274-73.2% |
| Participation rate | 97.7% | 67.5%+30.2pp | 72.7%+25.0pp | 73.4%+24.3pp |
| Annual return | 11.08% | 19.61%-8.5pp | 1293.73%-1282.6pp | 53.97%-42.9pp |
| Employer contribution / active EE | $2,296 | $1,749+31.3% | $3,262-29.6% | $2,523-9.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $5,613-100.0% | $114-100.0% |