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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 607 COMMONS DR. · GALLATIN, TN 370666318 | Advisory (Plan) | $50,422 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,890 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL GULF SOUTH LIMITE Service code 13 3510 N. CAUSEWAY BLVD., STE. 300 · METAIRIE, LA 700023531 | Contract Administrator | $2,460 |
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 | $119,802 | $65,125+84.0% | $143,797-16.7% | $66,949+78.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.83% | -11.13%-6.7pp | -0.04%-17.8pp | 1.57%-19.4pp |
| Employer contribution / active EE | $7,535 | $2,362+218.9% | $4,952+52.1% | $2,545+196.0% |
| Participant deferral / active EE | $5,451 | $2,920+86.6% | $5,638-3.3% | $4,239+28.6% |
| Admin fee / account holder | $363 | $503-27.8% | $14,679-97.5% | $594-38.9% |