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| Provider | Service type | Compensation |
|---|---|---|
BATES & COMPANY, INC.1 year Filed as: BATES & CO Service code 13 · EIN 59-3465757 | Contract Administrator | $5,565 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,203 |
CARL IVKA3 years Filed as: CARL COOLIDGE Service code 27 4355 CORAL PARK DRIVE · BRUNSWICK, GA 31520 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1735930 | Advisory (Plan) | $0 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL JACOBS Service code 27 2467 DEMERE ROAD · ST SIMONS ISLAND, GA 315221674 | Advisory (Plan) | $0 |
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.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,454 | $89,652-61.6% | $141,191-75.6% | $65,185-47.1% |
| Participation rate | 27.2% | 74.7%-47.5pp | 82.5%-55.3pp | 70.2%-43.0pp |
| Annual return | 31.18% | 32.79%-1.6pp | 71.41%-40.2pp | 29.38%+1.8pp |
| Employer contribution / active EE | $437 | $3,065-85.8% | $4,736-90.8% | $2,177-79.9% |
| Participant deferral / active EE | $1,092 | $5,691-80.8% | $6,710-83.7% | $3,514-68.9% |
| Admin fee / account holder | $134 | $569-76.4% | $10,264-98.7% | $847-84.2% |