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| Provider | Service type | Compensation |
|---|---|---|
CAHABA WEALTH MANAGEMENT2 years Filed as: CAHABA WEALTH MANAGEMENT INC. Service code 27 · EIN 27-0755780 3800 COLONNADE PKWY STE 340 · BIRMINGHAM, AL 35243 | Advisory (Plan) | $18,737 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 13.69% | 13.54%+0.2pp | 13.48%+0.2pp | 16.32%-2.6pp |
| Employer contribution / active EE | $7,716 | $37,659-79.5% | $47,067-83.6% | $17,007-54.6% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |