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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $835,007 |
Service code 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $669,555 |
USW INDUSTRY 401(K) PLAN5 years Service code 13 · EIN 65-1564649 | Contract Administrator | $349,391 |
USW INDUSTRY 401(K) PLAN4 years Filed as: USW INDUSTRY 401(K) Service code 14 · EIN 62-1564649 | Plan Administrator | $334,441 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $205,749 |
BREDHOFF & KAISER7+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $84,620 |
CHERRY BEKAERT LLP4 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 222 SECOND AVE SOUTH · NASHVILLE, TN 37201 | Accounting | $22,500 |
US BANK7+ years Service code 49 · EIN 31-0841368 333 COMMERCE ST, STE 900 · NASHVILLE, TN 37201 | Other Services | $15,366 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $15,000 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE Service code 52 · EIN 39-1657495 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,047 | $153,507-65.4% | $106,554-50.2% | $101,555-47.8% |
| Participation rate | 64.7% | 86.3%-21.6pp | 76.1%-11.4pp | 74.5%-9.8pp |
| Annual return | 10.74% | 15.11%-4.4pp | 26.80%-16.1pp | 21.00%-10.3pp |
| Employer contribution / active EE | $985 | $4,668-78.9% | $2,819-65.1% | $2,972-66.9% |
| Participant deferral / active EE | $1,429 | $7,264-80.3% | $4,398-67.5% | $4,874-70.7% |
| Admin fee / account holder | $126 | $74+71.0% | $7,408-98.3% | $139-9.7% |