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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC3 years Service code 27 1206 POINTE CENTRE DR · CHATTANOOGA, TN 37421 | Advisory (Plan) | $23,970 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $638 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,371 | $66,319+4.6% | $93,621-25.9% | $65,185+6.4% |
| Participation rate | 72.4% | 74.0%-1.6pp | 75.8%-3.4pp | 70.2%+2.2pp |
| Annual return | 21.12% | 42.59%-21.5pp | 32.76%-11.6pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,536 | $2,013-23.7% | $2,719-43.5% | $2,177-29.4% |
| Participant deferral / active EE | $2,540 | $3,343-24.0% | $4,070-37.6% | $3,514-27.7% |
| Admin fee / account holder | $216 | $6,900-96.9% | $7,890-97.3% | $847-74.5% |