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| Provider | Service type | Compensation |
|---|---|---|
CHUCK GORDON1 year Filed as: CHUCK W. SNADER, P.C. Service code 10 · EIN 54-1873714 | Accounting | $6,013 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,523 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST INVESTMENT SVCS Service code 13 · EIN 58-1648698 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,675 | $46,732-77.2% | $156,551-93.2% | $55,167-80.7% |
| Participation rate | 49.2% | 65.8%-16.6pp | 84.0%-34.8pp | 69.0%-19.8pp |
| Annual return | 5.55% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $400 | $2,105-81.0% | $5,501-92.7% | $1,963-79.6% |
| Participant deferral / active EE | $946 | $2,204-57.1% | $4,871-80.6% | $3,054-69.0% |
| Admin fee / account holder | $83 | $418-80.2% | $13,028-99.4% | $504-83.5% |