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 | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,446 | $52,188-89.6% | $86,640-93.7% | $74,460-92.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 3.73% | 44.46%-40.7pp | 592.52%-588.8pp | 34.38%-30.6pp |
| Employer contribution / active EE | $2,882 | $2,282+26.3% | $3,024-4.7% | $2,638+9.2% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,530-100.0% |
| Admin fee / account holder | $24 | $319-92.4% | $5,616-99.6% | $348-93.1% |