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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC8 years Service code 27 1206 POINTE CENTRE DR STE 160 · CHATTANOOGA, TN 37421 | Advisory (Plan) | $42,181 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,388 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,676 | $78,607-26.6% | $105,624-45.4% | $74,478-22.6% |
| Participation rate | 89.7% | 72.8%+16.9pp | 75.3%+14.5pp | 67.2%+22.5pp |
| Annual return | 13.92% | 15.96%-2.0pp | 116.20%-102.3pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $1,512 | $2,523-40.1% | $3,168-52.3% | $2,626-42.4% |
| Participant deferral / active EE | $2,652 | $4,325-38.7% | $5,013-47.1% | $4,350-39.0% |
| Admin fee / account holder | $210 | $2,220-90.5% | $10,961-98.1% | $1,946-89.2% |