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| 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 | $5,327 | $92,224-94.2% | $105,223-94.9% | $79,634-93.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 4.81% | 88.65%-83.8pp | 180.65%-175.8pp | 36.46%-31.6pp |
| Employer contribution / active EE | $2,464 | $3,965-37.9% | $3,689-33.2% | $2,529-2.6% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $23 | $1,121-98.0% | $8,859-99.7% | $1,002-97.7% |