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 |
|---|---|---|
DEMPSEY LORD SMITH LLC1 year Filed as: DEMPSEY VANTREASE & FOLLIS, PLLC Service code 50 630 SOUTH CHURCH STREET · MURFREESBORO, TN 37130 | Direct Payment | $13,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,525 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,882 | $30,599-18.7% | $74,577-66.6% | $57,658-56.8% |
| Participation rate | 35.1% | 49.1%-14.1pp | 68.1%-33.0pp | 70.2%-35.1pp |
| Annual return | 8.38% | 14.24%-5.9pp | 20.47%-12.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,035 | $1,805-42.7% | $3,458-70.1% | $3,061-66.2% |
| Admin fee / account holder | $80 | $98-18.0% | $4,138-98.1% | $95-15.0% |