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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC4 years Service code 27 1206 POINTE CENTRE DR · CHATTANOOGA, TN 37421 | Advisory (Plan) | $26,645 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,572 | $70,917+2.3% | $98,920-26.6% | $73,493-1.3% |
| Participation rate | 68.9% | 73.8%-4.9pp | 76.0%-7.1pp | 70.7%-1.8pp |
| Annual return | 17.05% | 34.18%-17.1pp | 196.47%-179.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,346 | $2,037-33.9% | $2,689-49.9% | $2,270-40.7% |
| Participant deferral / active EE | $2,432 | $3,501-30.5% | $4,245-42.7% | $3,740-35.0% |
| Admin fee / account holder | $212 | $535-60.3% | $6,643-96.8% | $513-58.6% |