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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 1620 WESTGATE CIRCLE, SUITE 170 · BRENTWOOD, TN 37027 | Recordkeeping | $15,627 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Participants) | $15,349 |
FOUTS & MORGAN CPA'S, P.C.3+ years Service code 10 1715 AARON BRENNER DRIVE - STE 700 · MEMPHIS, TN 38120 | Accounting | $5,900 |
BURLEIGH CONSULTING GROUP3+ years Service code 10 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Accounting | $5,000 |
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 | $45,073 | $55,002-18.1% | $59,883-24.7% | $56,287-19.9% |
| Participation rate | 92.1% | 75.9%+16.2pp | 74.7%+17.4pp | 69.9%+22.3pp |
| Annual return | 8.48% | 1.13%+7.3pp | 3.46%+5.0pp | -9.96%+18.4pp |
| Employer contribution / active EE | $854 | $2,448-65.1% | $2,722-68.6% | $2,111-59.5% |
| Participant deferral / active EE | $3,347 | $3,121+7.2% | $3,402-1.6% | $3,350-0.1% |
| Admin fee / account holder | $237 | $236+0.7% | $3,591-93.4% | $521-54.4% |