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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 607 COMMONS DR. · GALLATIN, TN 370666318 | Advisory (Plan) | $51,433 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $22,464 |
SHERIDAN ROAD ADVISORS LLC5 years Filed as: HUB INTERNATIONAL GULF SOUTH LIMITE Service code 13 3510 N. CAUSEWAY BLVD., STE. 300 · METAIRIE, LA 700023531 | Contract Administrator | $3,835 |
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 | $136,364 | $61,391+122.1% | $149,723-8.9% | $71,529+90.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.16% | 35.88%-18.7pp | 134.50%-117.3pp | 28.97%-11.8pp |
| Employer contribution / active EE | $5,304 | $2,384+122.5% | $4,821+10.0% | $2,590+104.8% |
| Participant deferral / active EE | $6,119 | $2,921+109.5% | $5,682+7.7% | $4,291+42.6% |
| Admin fee / account holder | $358 | $1,264-71.6% | $13,215-97.3% | $1,588-77.4% |