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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: ARKADIOS CAPITAL PARTNERS LLC Service code 55 3333 PEIDMONT RD NE STE 2010 · ATLANTA, GA 30305 | Other Commissions | $3,806 |
Filed as: GREAT-WEST LIF & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $3,141 |
RETIREMENT STRATEGIES, INC.3 years Service code 13 229 FURY'S FERRY RD, STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $2,281 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 3333 PEIDMONT RD NE STE 2010 · ATLANTA, GA 30305 | Investment Management | $62 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,774 | $77,817-68.2% | $123,553-79.9% | $64,173-61.4% |
| Participation rate | 30.0% | 74.7%-44.7pp | 82.3%-52.3pp | 69.6%-39.6pp |
| Annual return | -7.66% | 12.49%-20.1pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $366 | $3,014-87.8% | $4,628-92.1% | $2,381-84.6% |
| Participant deferral / active EE | $1,335 | $5,240-74.5% | $6,426-79.2% | $3,470-61.5% |
| Admin fee / account holder | $101 | $5,519-98.2% | $9,284-98.9% | $4,887-97.9% |