Filed March 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-0428728 5100 WHEELIS DRIVE, SUITE 300 · MEMPHIS, TN 38117 | Accounting | $11,130 |
BRADLEY W LITTLE2 years Service code 22 · EIN 40-8532864 24 OLD HICKORY CV · JACKSON, TN 38305 | Insurance Broker | $6,921 |
Service code 22 200 N SEPULVEDA BLVD, STE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $6,884 |
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 | $105,208 | $60,989+72.5% | $60,874+72.8% | $66,914+57.2% |
| Participation rate | 35.8% | 74.5%-38.6pp | 73.1%-37.3pp | 69.8%-34.0pp |
| Annual return | -15.41% | -9.60%-5.8pp | 16.90%-32.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,028 | $2,661-23.8% | $2,701-24.9% | $2,544-20.3% |
| Participant deferral / active EE | $3,583 | $3,615-0.9% | $3,817-6.1% | $4,237-15.4% |
| Admin fee / account holder | $455 | $338+34.5% | $3,224-85.9% | $593-23.3% |