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| Provider | Service type | Compensation |
|---|---|---|
HHM CPAS1 year Filed as: HHM CERTIFIED PUBLIC ACCOUNTANTS Service code 10 1200 MARKET STREET · CHATTANOOGA, GA 37402 | Accounting | $15,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,090 | $81,233-88.8% | $155,567-94.2% | $80,874-88.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 2.60% | 33.33%-30.7pp | 64.74%-62.1pp | 35.62%-33.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $140 | $7,998-98.2% | $15,916-99.1% | $6,935-98.0% |