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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FAMILY ASSET MANAGEMENT, LLC Service code 13 25 SOCIETY STREET · CHARLESTON, SC 29401 | Contract Administrator | $8,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,370 | $46,173-60.2% | $170,435-89.2% | $69,631-73.6% |
| Participation rate | 28.5% | 63.9%-35.4pp | 83.6%-55.1pp | 70.7%-42.2pp |
| Annual return | 13.72% | 21.62%-7.9pp | 205.94%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $115 | $1,610-92.9% | $5,432-97.9% | $2,032-94.3% |
| Participant deferral / active EE | $638 | $2,080-69.3% | $4,939-87.1% | $3,224-80.2% |
| Admin fee / account holder | $69 | $116-40.7% | $13,881-99.5% | $110-37.7% |