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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $443,824 |
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $132,088 |
USW INDUSTRY 401(K) PLAN7 years Service code 99 · EIN 65-1564649 | Other Fees | $126,974 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,724 |
US BANK9+ years Service code 49 · EIN 31-0841368 333 COMMERCE ST, STE 900 · NASHVILLE, TN 37201 | Other Services | $44,211 |
BREDHOFF & KAISER9+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $37,452 |
CHERRY BEKAERT LLP6 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 222 SECOND AVE SOUTH · NASHVILLE, TN 37201 | Accounting | $20,370 |
Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $15,635 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $7,500 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 22 · EIN 46-0619194 | Insurance Broker | $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 | $42,997 | $136,310-68.5% | $98,462-56.3% | $103,657-58.5% |
| Participation rate | 61.6% | 89.2%-27.6pp | 75.2%-13.5pp | 73.4%-11.8pp |
| Annual return | 15.39% | 19.67%-4.3pp | 21.20%-5.8pp | 33.13%-17.7pp |
| Employer contribution / active EE | $1,057 | $4,714-77.6% | $3,049-65.3% | $3,216-67.1% |
| Participant deferral / active EE | $1,648 | $7,358-77.6% | $4,738-65.2% | $5,218-68.4% |
| Admin fee / account holder | $158 | $76+107.8% | $8,875-98.2% | $114+38.6% |