Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $36,676 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $36,101 |
Service code 10 · EIN 62-0513048 227 SECOND AVE. N. 4TH FL · NASHVILLE, TN 37201 | Accounting | $14,495 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $13,350 |
Filed as: MONEY MARKET, MUTUAL & ETFS Service code 19 | Securities Custodian | $0 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,853 | $82,546-90.5% | $140,019-94.4% | $75,289-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -0.54% | -0.36%-0.2pp | 651.17%-651.7pp | -0.04%-0.5pp |
| Employer contribution / active EE | $817 | $3,856-78.8% | $5,605-85.4% | $2,405-66.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $57 | $86-33.4% | $10,705-99.5% | $102-44.2% |