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| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC5+ years Service code 27 2000 GLEN ECHO RD · NASHVILLE, TN 37215 | Advisory (Plan) | $74,578 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,425 |
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 | $178,481 | $52,967+237.0% | $172,753+3.3% | $65,186+173.8% |
| Participation rate | 93.9% | 66.2%+27.7pp | 82.6%+11.3pp | 70.2%+23.7pp |
| Annual return | 23.95% | 30.12%-6.2pp | 803.00%-779.0pp | 29.39%-5.4pp |
| Employer contribution / active EE | $10,158 | $2,190+363.8% | $5,144+97.5% | $2,177+366.7% |
| Participant deferral / active EE | $6,118 | $2,471+147.6% | $5,198+17.7% | $3,514+74.1% |
| Admin fee / account holder | $380 | $472-19.5% | $13,956-97.3% | $847-55.1% |