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| Provider | Service type | Compensation |
|---|---|---|
FRAZIER & DEETER, LLC1+ years Service code 10 · EIN 58-1433845 | Accounting | $105,000 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $100,609 |
STEPHENS INC1+ years Filed as: STEPHENS INC. Service code 17 · EIN 71-0641478 | Pension Consulting | $33,642 |
INVESTORS CAPITAL CORPORATION1+ years Filed as: INVESTORS ASSET MANAGEMENT GEORGIA Service code 28 · EIN 58-1882582 | Investment Management | $5,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
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 | $33,080 | $27,330+21.0% | $67,704-51.1% | $55,191-40.1% |
| Participation rate | 35.5% | 47.5%-12.0pp | 67.5%-32.0pp | 69.2%-33.6pp |
| Annual return | -1.71% | 8.81%-10.5pp | 25.41%-27.1pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,286 | $855+50.4% | $2,559-49.8% | $1,899-32.3% |
| Participant deferral / active EE | $77 | $1,709-95.5% | $3,585-97.9% | $3,046-97.5% |
| Admin fee / account holder | $294 | $109+168.8% | $4,255-93.1% | $91+223.5% |