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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS1+ years Service code 15 113 SEABOARD LANE · FRANKLIN, TN 37067 | Recordkeeping | $4,092 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,152 | $54,320-75.8% | $67,652-80.6% | $52,331-74.9% |
| Participation rate | 95.0% | 73.6%+21.4pp | 75.7%+19.3pp | 68.1%+26.9pp |
| Annual return | -1.66% | 6.81%-8.5pp | 6625.04%-6626.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $7,143 | $1,544+362.7% | $2,266+215.3% | $1,882+279.6% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $32 | $527-93.9% | $4,821-99.3% | $592-94.5% |