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| Provider | Service type | Compensation |
|---|---|---|
GROUP BENEFIT STRATEGIES2 years Filed as: GROUP BENEFIT STRATEGIES, LLC Service code 22 32 PARKWAY COMMON WAY · GREER, SC 29650 | Insurance Broker | $28,721 |
UNIFIED TRUST COMPANY, N.A.5+ years Filed as: UNIFIED TRUST COMPANY NA Service code 25 · EIN 61-1381380 | Directed Trustee | $23,986 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 17 · EIN 11-3665754 | Pension Consulting | $6,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $35,525 | $63,355-43.9% | $91,989-61.4% | $72,985-51.3% |
| Participation rate | 98.8% | 72.5%+26.3pp | 78.6%+20.2pp | 69.5%+29.3pp |
| Annual return | 18.07% | 35.35%-17.3pp | 69.02%-51.0pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,211 | $2,116+4.5% | $3,452-35.9% | $2,440-9.4% |
| Participant deferral / active EE | $5,252 | $4,883+7.6% | $5,923-11.3% | $3,607+45.6% |
| Admin fee / account holder | $389 | $4,668-91.7% | $7,743-95.0% | $5,124-92.4% |