Filed April 11, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ABOUND WEALTH MANAGEMENT LLC5 years Filed as: ABOUND WEALTH Service code 26 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Participants) | $75,004 |
ASCENSUS LLC2 years Service code 15 · EIN 82-3719843 | Recordkeeping | $7,146 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,438 | $102,661-30.4% | $151,645-52.9% | $66,949+6.7% |
| Participation rate | 87.0% | 85.5%+1.4pp | 87.5%-0.5pp | 69.8%+17.1pp |
| Annual return | -15.12% | -10.81%-4.3pp | 3.34%-18.5pp | 1.57%-16.7pp |
| Employer contribution / active EE | $4,928 | $4,184+17.8% | $6,165-20.1% | $2,545+93.6% |
| Participant deferral / active EE | $3,371 | $6,645-49.3% | $8,363-59.7% | $4,239-20.5% |
| Admin fee / account holder | $341 | $630-45.8% | $11,614-97.1% | $594-42.5% |