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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.2+ years Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027 | Contract Administrator | $6,653 |
Filed as: JACKSON, HOWELL & ASSOCIATES, PLLC Service code 10 7240 GOODLETT FARMS PKWY · CORDOVA, TN 38016 | Accounting | $6,614 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $433 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,749 | $37,044-49.4% | $71,796-73.9% | $57,658-67.5% |
| Participation rate | 25.9% | 61.1%-35.2pp | 69.1%-43.2pp | 70.2%-44.3pp |
| Annual return | 8.55% | 12.64%-4.1pp | 78.04%-69.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $452 | $720-37.2% | $1,924-76.5% | $1,974-77.1% |
| Participant deferral / active EE | $803 | $1,974-59.3% | $2,794-71.3% | $3,061-73.8% |
| Admin fee / account holder | $82 | $101-19.1% | $4,815-98.3% | $95-13.6% |