Filed July 19, 2019
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $10,920 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,803 | $98,982-39.6% | $162,185-63.1% | $65,186-8.3% |
| Participation rate | 99.2% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+29.0pp |
| Annual return | 16.47% | 24.84%-8.4pp | 115.61%-99.1pp | 29.39%-12.9pp |
| Employer contribution / active EE | $1,988 | $3,467-42.7% | $5,613-64.6% | $2,177-8.7% |
| Participant deferral / active EE | $3,542 | $5,384-34.2% | $7,297-51.5% | $3,514+0.8% |
| Admin fee / account holder | $225 | $596-62.3% | $10,844-97.9% | $847-73.4% |