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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $84,720 |
LEE, DANNER & BASS, INC.4+ years Service code 17 ONE AMERICAN CENTER · NASHVILLE, TN 37203 | Pension Consulting | $22,530 |
Filed as: HILLIARD LYONS Service code 27 500 WEST JEFFERSON STREET · LOUISIANA, KY 40202 | Advisory (Plan) | $8,914 |
AVONDALE PARTNERS LLC2 years Filed as: AVONDALE ADVISORS Service code 26 TWO AMERICAN CENTER · NASHVILLE, TN 37203 | Advisory (Participants) | $8,841 |
ABERNATHY INVESTMENT MGMT2 years Service code 26 · EIN 41-4903228 | Advisory (Participants) | $7,837 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $275,712 | $75,388+265.7% | $123,553+123.2% | $55,727+394.8% |
| Participation rate | 98.1% | 75.7%+22.5pp | 82.3%+15.9pp | 70.9%+27.3pp |
| Annual return | -5.82% | 4.48%-10.3pp | 119.21%-125.0pp | 244.94%-250.8pp |
| Employer contribution / active EE | $14,022 | $3,063+357.8% | $4,628+203.0% | $2,078+574.7% |
| Participant deferral / active EE | $11,564 | $5,651+104.6% | $6,426+80.0% | $3,356+244.6% |
| Admin fee / account holder | $210 | $120+75.4% | $9,284-97.7% | $115+82.4% |