Filed April 8, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY2+ years Service code 28 · EIN 62-1554452 6075 POPLAR AVENUE, SUITE 900 · MEMPHIS, TN 38119 | Investment Management | $29,426 |
Filed as: BURLEIGH CONSULTING GROUP INC. Service code 17 · EIN 62-0842964 465 JACK KRAMER DR., STE. 2 · MEMPHIS, TN 38117 | Pension Consulting | $14,215 |
Filed as: REYNOLD, BONE & GRIESBECK PLC Service code 10 · EIN 62-0428728 5100 WHEELIS DRIVE, SUITE 300 · MEMPHIS, TN 38117 | Accounting | $7,450 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,246 | $64,909-47.2% | $82,313-58.4% | $62,292-45.0% |
| Participation rate | 57.6% | 74.9%-17.2pp | 76.9%-19.3pp | 69.5%-11.9pp |
| Annual return | 5.66% | 21.18%-15.5pp | 25.88%-20.2pp | 28.90%-23.2pp |
| Employer contribution / active EE | $282 | $1,676-83.2% | $2,428-88.4% | $2,042-86.2% |
| Participant deferral / active EE | $1,231 | $3,103-60.3% | $3,706-66.8% | $3,169-61.2% |
| Admin fee / account holder | $299 | $440-32.0% | $5,608-94.7% | $479-37.7% |