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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $7,200 |
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 | $6,564 | $65,960-90.0% | $81,882-92.0% | $77,762-91.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 4.09% | 26.64%-22.5pp | 779.47%-775.4pp | 31.27%-27.2pp |
| Employer contribution / active EE | $3,163 | $2,375+33.2% | $2,916+8.5% | $2,728+15.9% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $31 | $526-94.1% | $7,360-99.6% | $433-92.8% |