Filed March 20, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIEDMONT INVESTMENT ADVISORS LLC1+ years Filed as: PIEDMONT FIDUCIARY Service code 27 · EIN 26-1867080 | Advisory (Plan) | $34,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,839 | $41,854+117.0% | $73,836+23.0% | $52,331+73.6% |
| Participation rate | 75.4% | 66.2%+9.1pp | 73.4%+1.9pp | 68.1%+7.3pp |
| Annual return | -1.04% | 2.11%-3.2pp | 2268.06%-2269.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $4,259 | $1,920+121.8% | $2,787+52.8% | $1,882+126.3% |
| Participant deferral / active EE | $5,571 | $2,498+123.0% | $3,583+55.5% | $3,022+84.4% |
| Admin fee / account holder | $307 | $493-37.7% | $4,882-93.7% | $592-48.1% |