Filed December 30, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 62-1784717 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $202,209 |
Filed as: EMPLOYEE BENEFIT SERVICES INC Service code 13 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Contract Administrator | $102,585 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $101,580 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,737 | $53,216+8.5% | $155,534-62.9% | $199,960-71.1% |
| Participation rate | 99.8% | 64.1%+35.7pp | 78.2%+21.6pp | 72.0%+27.8pp |
| Annual return | 14.85% | 41.18%-26.3pp | 64.92%-50.1pp | 34.28%-19.4pp |
| Employer contribution / active EE | $5,922 | $1,848+220.4% | $4,675+26.7% | $3,036+95.1% |
| Participant deferral / active EE | $5,810 | $3,164+83.6% | $5,630+3.2% | $5,087+14.2% |
| Admin fee / account holder | $142 | $186-23.3% | $15,900-99.1% | $269-47.1% |