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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1132799 3320 PERIMETER HILL DR · NASHVILLE, TN 37211 | Accounting | $350,748 |
BOND BROTHERS1+ years Filed as: BOND BEEBE ACCOUNTANTS AND ADVISORS Service code 10 · EIN 52-1044197 4600 EAST WEST HWY · BETHESDA, MD 20814 | Accounting | $79,308 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $39,435 |
FRASIER DEAN AND HOWARD PLLC1+ years Service code 10 · EIN 62-1073578 3310 WEST END AVE STE 5500 · NASHVILLE, TN 37203 | Accounting | $18,200 |
BREDHOFF & KAISER1+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 805 15TH STREET, NW · WASHINGTON, DC 20005 | Legal | $16,046 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 27 · EIN 23-1707341 1 FREEDOM VALLEY DR · OAKS, PA 19456 | Advisory (Plan) | $15,000 |
US BANK1+ years Service code 49 · EIN 41-0255900 150 FOURTH AVE NORTH · NASHVILLE, TN 37219 | Other Services | $12,795 |
Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,848 | $158,120-83.0% | $68,509-60.8% | $69,651-61.5% |
| Participation rate | 74.3% | 88.0%-13.7pp | 74.7%-0.4pp | 66.6%+7.8pp |
| Annual return | 3.89% | 3.41%+0.5pp | 8.27%-4.4pp | 53.77%-49.9pp |
| Employer contribution / active EE | $638 | $5,427-88.2% | $2,278-72.0% | $2,241-71.5% |
| Participant deferral / active EE | $1,044 | $7,897-86.8% | $3,382-69.1% | $3,635-71.3% |
| Admin fee / account holder | $54 | $74-26.6% | $5,275-99.0% | $63-14.5% |