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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 01-0690018 1662 AARON BRENNER DRIVE, STE. 300 · MEMPHIS, TN 38120 | Contract Administrator | $37,603 |
MUSTARD SEED9 years Service code 28 · EIN 43-2025237 202 S. PINE · MAGNOLIA, AR 71753 | Investment Management | $19,008 |
WATKINS UIBERALL, PLLC6 years Service code 10 · EIN 62-1804252 1661 AARON BRENNER DRIVE, STE. 300 · MEMPHIS, TN 38120 | Accounting | $11,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,827 | $50,902-84.6% | $155,534-95.0% | $77,736-89.9% |
| Participation rate | 66.4% | 63.1%+3.3pp | 78.2%-11.8pp | 70.6%-4.2pp |
| Annual return | 6.31% | 34.85%-28.5pp | 64.92%-58.6pp | 31.26%-25.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $85 | $437-80.4% | $15,900-99.5% | $433-80.3% |