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| Provider | Service type | Compensation |
|---|---|---|
CAHABA WEALTH MANAGEMENT1 year Filed as: CAHABA WEALTH MANAGEMENT INC. Service code 27 · EIN 27-0755780 3800 COLONNADE PKWY STE 340 · BIRMINGHAM, AL 35243 | Advisory (Plan) | $17,664 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -3.72% | -2.53%-1.2pp | -61.72%+58.0pp | -0.69%-3.0pp |
| Employer contribution / active EE | $6,156 | $37,001-83.4% | $47,703-87.1% | $16,786-63.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |