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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC6 years Service code 27 1206 POINTE CENTRE DR STE 160 · CHATTANOOGA, TN 37421 | Advisory (Plan) | $36,263 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,758 | $72,620-31.5% | $90,756-45.2% | $66,930-25.7% |
| Participation rate | 82.8% | 73.7%+9.1pp | 75.7%+7.1pp | 69.8%+12.9pp |
| Annual return | -17.61% | -12.28%-5.3pp | -12.16%-5.5pp | 1.57%-19.2pp |
| Employer contribution / active EE | $1,242 | $2,369-47.6% | $2,922-57.5% | $2,545-51.2% |
| Participant deferral / active EE | $2,484 | $3,979-37.6% | $4,565-45.6% | $4,238-41.4% |
| Admin fee / account holder | $190 | $707-73.1% | $8,445-97.7% | $593-68.0% |