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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $66,547 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46204 | Advisory (Plan) | $42,108 |
Service code 29 · EIN 62-0513048 223 ROSA L. PARKS, 200 · NASHVILLE, TN 37203 | Legal | $28,714 |
DANIELS, IRWIN & AYLOR5 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $13,700 |
Filed as: BOYD WATTERSON Service code 19 1301 EAST 9TH ST STE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $10,211 |
ULLICO8+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $10,176 |
MONEY CONCEPTS CAPITAL CORP5 years Filed as: MONEY MARKET, MUTUAL & ETFS Service code 19 | Securities Custodian | $0 |
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 | $7,842 | $95,918-91.8% | $151,645-94.8% | $77,906-89.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -10.99% | -5.50%-5.5pp | 3.34%-14.3pp | 12.16%-23.1pp |
| Employer contribution / active EE | $2,591 | $4,330-40.2% | $6,165-58.0% | $2,846-9.0% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $47 | $93-49.4% | $11,614-99.6% | $133-64.4% |