Filed December 1, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.2+ years Service code 11 · EIN 62-1477251 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Actuarial | $20,575 |
LBMC, PC2+ years Filed as: LBMC, P.C. Service code 10 · EIN 62-1199757 | Accounting | $8,700 |
REGIONS BANK2+ years Service code 21 · EIN 63-0371391 | Bank Trustee | $6,474 |
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCIATES Service code 27 · EIN 75-1680350 | Advisory (Plan) | $5,668 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 7.46% | 10.61%-3.1pp | 9.35%-1.9pp | 10.41%-3.0pp |
| Employer contribution / active EE | $0 | $8,724-100.0% | $25,504-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $139 | $552-74.8% | $1,066-87.0% | $58+139.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |