Filed January 9, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT RESEARCH & ADVISORY Service code 16 1180 W. PEACHTREE ST SUITE 2475 · ATLANTA, GA 30309 | Consulting | $19,643 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,496 | $59,584+35.1% | $86,874-7.3% | $79,386+1.4% |
| Participation rate | 78.8% | 67.7%+11.2pp | 71.6%+7.2pp | 70.7%+8.1pp |
| Annual return | 11.46% | 23.15%-11.7pp | 63.52%-52.1pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,747 | $1,768-1.2% | $2,495-30.0% | $2,427-28.0% |
| Participant deferral / active EE | $2,435 | $3,036-19.8% | $3,699-34.2% | $4,046-39.8% |
| Admin fee / account holder | $100 | $604-83.5% | $5,828-98.3% | $626-84.1% |