Filed April 11, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 27 · EIN 04-2647786 | Advisory (Plan) | $64,999 |
Filed as: ABOUND WEALTH MANAGEMENT Service code 26 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Participants) | $17,922 |
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 | $85,791 | $130,294-34.2% | $170,057-49.6% | $71,529+19.9% |
| Participation rate | 96.2% | 86.2%+10.1pp | 87.0%+9.2pp | 67.9%+28.3pp |
| Annual return | 17.33% | 20.36%-3.0pp | 53.42%-36.1pp | 28.97%-11.6pp |
| Employer contribution / active EE | $6,536 | $4,385+49.1% | $6,790-3.7% | $2,590+152.4% |
| Participant deferral / active EE | $3,476 | $6,928-49.8% | $10,411-66.6% | $4,291-19.0% |
| Admin fee / account holder | $347 | $966-64.1% | $12,826-97.3% | $1,588-78.2% |