Filed April 8, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BURLEIGH CONSULTING GROUP2 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 17 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Pension Consulting | $27,200 |
DIVERSIFIED TRUST COMPANY8+ years Service code 28 · EIN 62-1554452 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $20,350 |
REYNOLDS, BONE & GRIESBECK PLC8+ years Filed as: REYNOLDS, BONE & GRIESBECK, PLC Service code 10 · EIN 62-0428728 5100 WHEELIS DRIVE · MEMPHIS, TN 38117 | Accounting | $9,200 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,055 | $76,050-64.4% | $96,544-72.0% | $71,457-62.1% |
| Participation rate | 56.1% | 74.4%-18.3pp | 76.0%-19.9pp | 67.9%-11.8pp |
| Annual return | -4.88% | 22.81%-27.7pp | 25.84%-30.7pp | 28.85%-33.7pp |
| Employer contribution / active EE | $331 | $2,244-85.2% | $2,965-88.8% | $2,588-87.2% |
| Participant deferral / active EE | $1,680 | $4,215-60.1% | $4,851-65.4% | $4,289-60.8% |
| Admin fee / account holder | $408 | $2,707-84.9% | $8,252-95.1% | $1,587-74.3% |