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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Consulting | $65,443 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46204 | Advisory (Plan) | $29,228 |
Service code 29 · EIN 62-0513048 223 ROSA L. PARKS, 200 · NASHVILLE, TN 37203 | Legal | $20,968 |
DANIELS, IRWIN & AYLOR6 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $13,800 |
ULLICO9+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $9,796 |
MONEY CONCEPTS CAPITAL CORP6 years Filed as: MONEY MARKET, MUTUAL & ETFS Service code 19 | Securities Custodian | $0 |
Annual investment return 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 | $8,593 | $112,686-92.4% | $170,043-94.9% | $80,157-89.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 12.05% | 67.04%-55.0pp | 53.40%-41.3pp | 40.39%-28.3pp |
| Employer contribution / active EE | $2,536 | $4,481-43.4% | $6,790-62.6% | $2,977-14.8% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,410-100.0% | $5,015-100.0% |
| Admin fee / account holder | $43 | $99-56.8% | $12,824-99.7% | $145-70.5% |