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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $28,193 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $15,000 |
DANIELS, IRWIN & AYLOR3 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $10,850 |
MUTUAL FUNDS6+ years Service code 19 | Securities Custodian | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,502 | $80,724-88.2% | $103,333-90.8% | $74,495-87.2% |
| Participation rate | 81.0% | 65.7%+15.3pp | 74.5%+6.5pp | 67.2%+13.8pp |
| Annual return | 5.68% | 27.56%-21.9pp | 24.88%-19.2pp | 1364.94%-1359.3pp |
| Employer contribution / active EE | $3,267 | $3,157+3.5% | $3,868-15.5% | $2,623+24.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $98 | $2,368-95.9% | $8,355-98.8% | $1,942-95.0% |