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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 607 COMMONS DR. · GALLATIN, TN 37065 | Advisory (Plan) | $35,902 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,995 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL GULF SOUTH LIMITE Service code 13 3510 N. CAUSEWAY BLVD., STE. 300 · METARIE, LA 700023531 | Contract Administrator | $8,200 |
AMERICAN REALTY ADVISORS1 year Filed as: THE AMERICAN AUDITORS GROUP, LLC Service code 10 P.O. BOX 4723 · SPOKANE, WA 99220 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,296 | $58,895+143.3% | $178,503-19.7% | $73,497+95.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.50% | 24.86%-4.4pp | 151.12%-130.6pp | 28.51%-8.0pp |
| Employer contribution / active EE | $7,802 | $2,236+248.9% | $5,011+55.7% | $2,270+243.7% |
| Participant deferral / active EE | $5,564 | $2,567+116.8% | $5,202+7.0% | $3,740+48.8% |
| Admin fee / account holder | $460 | $400+15.0% | $13,987-96.7% | $513-10.3% |