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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC7 years Service code 27 1206 POINTE CENTRE DR STE 160 · CHATTANOOGA, TN 37421 | Advisory (Plan) | $35,562 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,169 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,081 | $71,526-21.6% | $98,450-43.0% | $71,495-21.6% |
| Participation rate | 85.6% | 72.7%+12.9pp | 75.2%+10.5pp | 67.9%+17.7pp |
| Annual return | 16.87% | 32.42%-15.6pp | 21.16%-4.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,501 | $2,400-37.4% | $3,049-50.8% | $2,589-42.0% |
| Participant deferral / active EE | $2,681 | $4,110-34.8% | $4,739-43.4% | $4,291-37.5% |
| Admin fee / account holder | $193 | $1,675-88.5% | $8,961-97.8% | $1,588-87.9% |