Filed March 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
BRADLEY W LITTLE4 years Service code 22 · EIN 40-8532864 24 OLD HICKORY CV · JACKSON, TN 38305 | Insurance Broker | $10,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,184 | $69,708+83.9% | $67,560+89.7% | $74,478+72.1% |
| Participation rate | 35.3% | 71.4%-36.1pp | 72.9%-37.6pp | 67.2%-31.9pp |
| Annual return | 14.11% | -40.67%+54.8pp | 3533.50%-3519.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $2,541 | $2,715-6.4% | $2,737-7.2% | $2,626-3.3% |
| Participant deferral / active EE | $3,834 | $3,637+5.4% | $4,004-4.3% | $4,350-11.9% |
| Admin fee / account holder | $538 | $887-39.3% | $3,994-86.5% | $1,946-72.3% |