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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $9,693 |
SUTTON FROST CARY LLP2+ years Service code 10 · EIN 75-2593210 | Accounting | $6,700 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,525 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,867 | $63,156-21.0% | $122,332-59.2% | $62,292-19.9% |
| Participation rate | 33.6% | 60.0%-26.4pp | 71.6%-38.0pp | 69.5%-35.9pp |
| Annual return | 15.76% | 20.61%-4.9pp | 30.27%-14.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $756 | $2,321-67.4% | $3,287-77.0% | $3,169-76.1% |
| Admin fee / account holder | $271 | $440-38.5% | $5,478-95.1% | $479-43.5% |