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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLAN ADMINISTRATION & CONSULTINGLLC Service code 14 · EIN 01-0690018 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Plan Administrator | $34,255 |
MUSTARD SEED4 years Service code 28 · EIN 43-2025237 202 S. PINE · MAGNOLIA, AR 71753 | Investment Management | $21,251 |
WATKINS UIBERALL, PLLC1 year Service code 10 · EIN 62-1804252 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Accounting | $9,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,022 | $62,928-87.3% | $172,755-95.4% | $67,579-88.1% |
| Participation rate | 93.3% | 64.5%+28.8pp | 82.6%+10.6pp | 71.3%+22.0pp |
| Annual return | 15.33% | 30.36%-15.0pp | 802.94%-787.6pp | 378.56%-363.2pp |
| Employer contribution / active EE | $13 | $1,636-99.2% | $5,144-99.8% | $2,148-99.4% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $74 | $167-55.5% | $13,955-99.5% | $142-47.9% |