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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $9,814 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,574 | $80,724-96.8% | $103,333-97.5% | $74,495-96.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 3.61% | 27.56%-23.9pp | 24.88%-21.3pp | 1364.94%-1361.3pp |
| Employer contribution / active EE | $1,116 | $3,157-64.6% | $3,868-71.1% | $2,623-57.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $21 | $2,368-99.1% | $8,355-99.7% | $1,942-98.9% |