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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $36,864 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $36,367 |
Service code 29 · EIN 62-0513048 227 SECOND AVE. N. 4TH FL · NASHVILLE, TN 37201 | Legal | $17,849 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $11,525 |
MONEY CONCEPTS CAPITAL CORP2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,599 | $95,776-92.1% | $162,185-95.3% | $77,775-90.2% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 8.78% | 37.03%-28.2pp | 115.61%-106.8pp | 32.58%-23.8pp |
| Employer contribution / active EE | $1,055 | $3,874-72.8% | $5,613-81.2% | $2,504-57.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $47 | $88-46.3% | $10,844-99.6% | $100-53.0% |