Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 14 · EIN 35-2130755 6602 EAST 75TH STREET · INDIANAPOLIS, IN 46250 | Plan Administrator | $1,725 |
SAX WEALTH ADVISORS, LLC1 year Service code 26 · EIN 22-3645620 389 INTERPACE PARKWAY · PARSIPPANY, NJ 07054 | Advisory (Participants) | $0 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 26 · EIN 37-1808847 303 PEACHTREE STREET · ATLANTA, GA 30303 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,422 | $59,467+58.8% | $93,727+0.7% | $74,478+26.8% |
| Participation rate | 53.7% | 59.6%-5.9pp | 68.7%-15.0pp | 67.2%-13.5pp |
| Annual return | 17.65% | 82.14%-64.5pp | 133.83%-116.2pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $2,554 | $1,267+101.6% | $2,421+5.5% | $2,626-2.8% |
| Participant deferral / active EE | $5,108 | $3,052+67.4% | $4,417+15.6% | $4,350+17.4% |
| Admin fee / account holder | $477 | $3,028-84.3% | $8,292-94.2% | $1,946-75.5% |