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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTORS CAPITAL CORP Service code 55 327 DAHLONEGA ST STE 1001 · CUMMING, GA 30040 | Other Commissions | $7,842 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION SERVICE COMPANY Service code 13 3060 MERCER UNIVERSITY DR. STE 200 · ATLANTA, GA 30341 | Contract Administrator | $870 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEACH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $150 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,704 | $57,658-31.1% | - | $57,658-31.1% |
| Participation rate | 11.3% | 70.2%-58.9pp | - | 70.2%-58.9pp |
| Annual return | 15.66% | 5.13%+10.5pp | - | 5.13%+10.5pp |
| Employer contribution / active EE | $704 | $1,974-64.3% | - | $1,974-64.3% |
| Participant deferral / active EE | $481 | $3,061-84.3% | - | $3,061-84.3% |
| Admin fee / account holder | $0 | $95-100.0% | - | $95-100.0% |