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| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC4+ years Service code 27 2000 GLEN ECHO RD · NASHVILLE, TN 37215 | Advisory (Plan) | $19,028 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,228 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,121 | $47,977+225.4% | $154,108+1.3% | $56,289+177.4% |
| Participation rate | 97.4% | 66.2%+31.2pp | 83.0%+14.3pp | 69.9%+27.5pp |
| Annual return | 1.39% | 3.54%-2.2pp | 735.21%-733.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $11,102 | $2,169+411.9% | $5,298+109.6% | $2,111+425.9% |
| Participant deferral / active EE | $6,304 | $2,392+163.6% | $5,081+24.1% | $3,350+88.2% |
| Admin fee / account holder | $497 | $438+13.4% | $13,411-96.3% | $521-4.6% |