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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.2 years Service code 15 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Recordkeeping | $8,303 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,321 | $57,350-85.5% | $83,850-90.1% | $64,181-87.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.18% | 11.38%-14.6pp | 850.92%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $84 | $4,046-97.9% | $5,478-98.5% | $4,887-98.3% |