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| Provider | Service type | Compensation |
|---|---|---|
SOUTHPORT CAPITAL INC.1 year Service code 27 100 W MLK BLVD STE 300 · CHATTANOOGA, TN 37402 | Advisory (Plan) | $13,050 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,093 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC. DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $10,884 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $5,515 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $20,239 | $79,519-74.5% | $95,956-78.9% | $73,412-72.4% |
| Participation rate | 36.8% | 81.2%-44.4pp | 77.1%-40.3pp | 72.2%-35.4pp |
| Annual return | 10.17% | 19.20%-9.0pp | 91.63%-81.5pp | 59.30%-49.1pp |
| Employer contribution / active EE | $318 | $2,048-84.4% | $2,541-87.5% | $2,234-85.7% |
| Participant deferral / active EE | $886 | $4,138-78.6% | $4,167-78.7% | $3,806-76.7% |
| Admin fee / account holder | $139 | $184-24.7% | $6,797-98.0% | $158-12.1% |