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| Provider | Service type | Compensation |
|---|---|---|
WADDELL & ASSOCIATES LLC1 year Filed as: WADDELL AND ASSOCIATES, LLC Service code 27 5188 WHEELIS DRIVE · MEMPHIS, TN 38117 | Advisory (Plan) | $5,877 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 56 · EIN 38-3712991 | Recordkeeping fees; Non-monetary comp... | $4,803 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $510 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 23 · EIN 59-1237041 | Insurance services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,560 | $43,999-51.0% | $79,467-72.9% | $55,725-61.3% |
| Participation rate | 37.5% | 66.9%-29.4pp | 73.3%-35.8pp | 70.9%-33.3pp |
| Annual return | -5.16% | 1.81%-7.0pp | 718.30%-723.5pp | 244.93%-250.1pp |
| Employer contribution / active EE | $110 | $1,830-94.0% | $2,800-96.1% | $2,078-94.7% |
| Participant deferral / active EE | $804 | $2,538-68.3% | $3,704-78.3% | $3,356-76.0% |
| Admin fee / account holder | $115 | $118-2.5% | $5,104-97.8% | $115-0.5% |