Filed April 11, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ABOUND WEALTH MANAGEMENT LLC2 years Filed as: ABOUND WEALTH MANAGEMENT Service code 27 · EIN 81-4120898 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Plan) | $87,484 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $8,045 |
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.
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 | $96,798 | $122,063-20.7% | $184,256-47.5% | $74,478+30.0% |
| Participation rate | 99.5% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 11.28% | 19.92%-8.6pp | 28.85%-17.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $6,020 | $4,539+32.6% | $6,427-6.3% | $2,626+129.2% |
| Participant deferral / active EE | $4,252 | $7,144-40.5% | $9,133-53.4% | $4,350-2.3% |
| Admin fee / account holder | $388 | $1,253-69.0% | $13,899-97.2% | $1,946-80.0% |