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| Provider | Service type | Compensation |
|---|---|---|
CAHABA WEALTH MANAGEMENT3 years Filed as: CAHABA WEALTH MANAGEMENT INC. Service code 27 · EIN 27-0755780 3800 COLONNADE PKWY STE 340 · BIRMINGHAM, AL 35243 | Advisory (Plan) | $20,562 |
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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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 9.85% | 6915.14%-6905.3pp | 380.66%-370.8pp | 627.08%-617.2pp |
| Employer contribution / active EE | $7,551 | $39,618-80.9% | $45,083-83.3% | $18,824-59.9% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |