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| Provider | Service type | Compensation |
|---|---|---|
CHARLES W. SNADER, P.C.1 year Filed as: CHARLES W. SNADER PC Service code 10 · EIN 54-1873714 | Accounting | $8,450 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $6,195 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,875 |
Filed as: RAYMOND JAMES FINANCIAL SRVC Service code 26 · EIN 59-1531281 | Advisory (Participants) | $0 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST INVESTMENT SVCS Service code 55 · EIN 58-1648698 | Other Commissions | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,853 | $55,453-82.2% | $170,435-94.2% | $62,293-84.2% |
| Participation rate | 52.9% | 66.4%-13.5pp | 83.6%-30.7pp | 69.5%-16.6pp |
| Annual return | 14.97% | 21.38%-6.4pp | 205.94%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $439 | $2,164-79.7% | $5,432-91.9% | $2,042-78.5% |
| Participant deferral / active EE | $1,078 | $2,303-53.2% | $4,939-78.2% | $3,169-66.0% |
| Admin fee / account holder | $112 | $455-75.5% | $13,881-99.2% | $479-76.7% |