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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 | $81,557-92.2% | $123,973-94.8% | $65,191-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 4.88% | 11.45%-6.6pp | 388.13%-383.2pp | 51.24%-46.4pp |
| Employer contribution / active EE | $2,629 | $4,637-43.3% | $4,126-36.3% | $2,400+9.5% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $18 | $1,040-98.2% | $11,799-99.8% | $907-98.0% |