Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $547,812 |
USW INDUSTRY 401(K) PLAN1 year Filed as: USW Service code 13 · EIN 62-1564649 | Contract Administrator | $357,084 |
BREDHOFF & KAISER3+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 805 15TH ST, NW, SUITE 1000 · WASHINGTON, DC 20005 | Legal | $64,200 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 4600 EAST WEST HWY · BETHESDA, MD 20814 | Accounting | $43,543 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,610 |
FRASIER DEAN AND HOWARD PLLC3+ years Service code 10 · EIN 62-1073578 3310 WEST END AVE, SUITE 5500 · NASHVILLE, TN 37203 | Accounting | $19,000 |
US BANK1 year Filed as: US BANK, NA Service code 49 · EIN 31-0841368 333 COMMERCE ST, SUITE 900 · NASHVILLE, TN 37201 | Other Services | $15,178 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CO Service code 28 · EIN 23-1707341 1 FREEDOM VALLEY DR · OAKS, PA 19456 | Investment Management | $15,000 |
AB FUNDS1 year Service code 52 · EIN 22-3298334 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment 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.
Annual investment return 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 | $28,927 | $187,373-84.6% | $91,004-68.2% | $80,976-64.3% |
| Participation rate | 76.2% | 87.5%-11.3pp | 75.6%+0.6pp | 68.3%+7.9pp |
| Annual return | 10.74% | 16.95%-6.2pp | 4.60%+6.1pp | 22.91%-12.2pp |
| Employer contribution / active EE | $687 | $5,838-88.2% | $2,456-72.0% | $2,402-71.4% |
| Participant deferral / active EE | $1,074 | $8,375-87.2% | $3,548-69.7% | $3,848-72.1% |
| Admin fee / account holder | $64 | $91-30.4% | $5,417-98.8% | $67-5.7% |