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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC2 years Service code 27 1206 POINTE CENTRE DR · CHATTANOOGA, TN 37421 | Advisory (Plan) | $21,984 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,084 | $58,093+8.6% | $80,022-21.2% | $56,287+12.1% |
| Participation rate | 65.2% | 73.6%-8.5pp | 75.8%-10.7pp | 69.9%-4.7pp |
| Annual return | -5.46% | 34.63%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,300 | $1,933-32.7% | $2,468-47.3% | $2,111-38.4% |
| Participant deferral / active EE | $2,493 | $3,136-20.5% | $3,686-32.4% | $3,350-25.6% |
| Admin fee / account holder | $229 | $623-63.2% | $6,521-96.5% | $521-56.1% |