Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $66,004-90.1% | $81,820-92.0% | $77,714-91.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 4.09% | 26.65%-22.6pp | 777.93%-773.8pp | 31.26%-27.2pp |
| Employer contribution / active EE | $3,163 | $2,375+33.2% | $2,915+8.5% | $2,727+16.0% |
| Participant deferral / active EE | $0 | $3,508-100.0% | $4,323-100.0% | $4,649-100.0% |
| Admin fee / account holder | $31 | $527-94.1% | $7,391-99.6% | $433-92.8% |