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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $12,103 |
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 | $6,386 | $88,183-92.8% | $107,187-94.0% | $71,012-91.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 4.88% | 16.47%-11.6pp | 204.55%-199.7pp | 37.67%-32.8pp |
| Employer contribution / active EE | $2,629 | $3,914-32.8% | $3,782-30.5% | $2,348+12.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $18 | $1,430-98.7% | $9,162-99.8% | $1,167-98.4% |