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| Provider | Service type | Compensation |
|---|---|---|
BURLEIGH CONSULTING GROUP4 years Service code 14 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Plan Administrator | $11,636 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,432 | $39,038-65.6% | $98,864-86.4% | $86,821-84.5% |
| Participation rate | 66.4% | 68.2%-1.8pp | 65.7%+0.7pp | 72.3%-5.9pp |
| Annual return | 22.13% | 25.86%-3.7pp | 50.03%-27.9pp | 97.94%-75.8pp |
| Employer contribution / active EE | $0 | $1,231-100.0% | $2,070-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,581-100.0% | $3,037-100.0% | $4,132-100.0% |
| Admin fee / account holder | $102 | $126-18.9% | $4,080-97.5% | $170-39.9% |