Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.2 years Service code 49 | Other Services | $1,021 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $209 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 49 12748 KINGSTON PIKE · KNOXVILLE, TN 37933 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,547 | $56,317-84.8% | $71,209-88.0% | $74,304-88.5% |
| Participation rate | 52.3% | 55.1%-2.8pp | 73.8%-21.4pp | 60.3%-8.0pp |
| Annual return | 34.68% | 42.83%-8.1pp | 282.51%-247.8pp | 29.43%+5.3pp |
| Employer contribution / active EE | $309 | $2,160-85.7% | $2,721-88.6% | $2,241-86.2% |
| Participant deferral / active EE | $692 | $2,788-75.2% | $4,175-83.4% | $3,767-81.6% |
| Admin fee / account holder | $101 | $2,290-95.6% | $5,349-98.1% | $2,969-96.6% |