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| Provider | Service type | Compensation |
|---|---|---|
RATHER & KITTRELL, INC.10+ years Service code 99 · EIN 91-2046298 | Other Fees | $26,226 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,228 | $80,705+4.4% | $115,768-27.2% | $67,986+23.9% |
| Participation rate | 23.3% | 63.0%-39.7pp | 74.4%-51.1pp | 57.2%-33.9pp |
| Annual return | -41.40% | 18.49%-59.9pp | 100.46%-141.9pp | 31.67%-73.1pp |
| Employer contribution / active EE | $819 | $2,046-60.0% | $2,940-72.1% | $2,019-59.4% |
| Participant deferral / active EE | $1,417 | $3,559-60.2% | $4,917-71.2% | $3,358-57.8% |
| Admin fee / account holder | $553 | $4,135-86.6% | $12,439-95.6% | $3,203-82.7% |