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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL CONSULTING GROUP3 years Service code 13 · EIN 62-1657685 9040 GARDEN ARBOR DRIVE · GERMANTOWN, TN 38138 | Contract Administrator | $10,350 |
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 | $7,853 | $89,225-91.2% | $133,698-94.1% | $74,478-89.5% |
| Participation rate | 98.3% | 69.4%+28.9pp | 76.4%+21.9pp | 67.2%+31.1pp |
| Annual return | 9.68% | 22.76%-13.1pp | 580.90%-571.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $168 | $2,816-94.0% | $4,218-96.0% | $2,626-93.6% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $69 | $1,545-95.5% | $6,703-99.0% | $1,946-96.4% |