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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,184 | $69,763+83.7% | $67,502+89.9% | $74,495+72.1% |
| Participation rate | 35.3% | 71.4%-36.0pp | 72.9%-37.5pp | 67.2%-31.9pp |
| Annual return | 14.11% | -40.34%+54.5pp | 3512.12%-3498.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,541 | $2,704-6.0% | $2,731-7.0% | $2,623-3.1% |
| Participant deferral / active EE | $3,834 | $3,636+5.4% | $4,000-4.2% | $4,346-11.8% |
| Admin fee / account holder | $538 | $896-39.9% | $3,998-86.5% | $1,942-72.3% |