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| Provider | Service type | Compensation |
|---|---|---|
BRANSTETTER, STRANCH & JENNINGS2+ years Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $5,638 |
MUTUAL FUNDS2+ years Service code 19 | Securities Custodian | $0 |
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 | $11,092 | $91,517-87.9% | $101,275-89.0% | $73,412-84.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 7.44% | 17.17%-9.7pp | 46.48%-39.0pp | 59.30%-51.9pp |
| Employer contribution / active EE | $1,545 | $2,877-46.3% | $3,660-57.8% | $2,234-30.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $45 | $216-79.4% | $5,948-99.3% | $158-71.8% |