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| Provider | Service type | Compensation |
|---|---|---|
GROUP BENEFIT STRATEGIES3 years Filed as: GROUP BENEFIT STRATEGIES, LLC Service code 22 32 PARKWAY COMMON WAY · GREER, SC 29650 | Insurance Broker | $31,775 |
UNIFIED TRUST COMPANY, N.A.6+ years Filed as: UNIFIED TRUST COMPANY NA Service code 25 · EIN 61-1381380 | Directed Trustee | $25,439 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 17 · EIN 11-3665754 | Pension Consulting | $5,169 |
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 | $39,385 | $70,475-44.1% | $100,516-60.8% | $79,858-50.7% |
| Participation rate | 95.7% | 73.7%+22.0pp | 79.4%+16.3pp | 69.6%+26.0pp |
| Annual return | 9.84% | 21.90%-12.1pp | 30.89%-21.1pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,148 | $2,165-0.7% | $3,418-37.1% | $2,471-13.1% |
| Participant deferral / active EE | $5,191 | $5,181+0.2% | $6,270-17.2% | $3,740+38.8% |
| Admin fee / account holder | $459 | $4,478-89.8% | $8,081-94.3% | $5,306-91.4% |