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| Provider | Service type | Compensation |
|---|---|---|
ABLE WEALTH MANAGEMENT LLC2 years Filed as: ABLE & STRONG ADVISORS Service code 26 · EIN 20-0097878 | Advisory (Participants) | $143,813 |
NWPS6 years Filed as: NWPS, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $100,143 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $23,000 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (discretionary); Custodial (o... | $11,270 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,749 | $82,411-61.5% | $67,681-53.1% | $89,670-64.6% |
| Participation rate | 44.9% | 71.3%-26.5pp | 73.7%-28.9pp | 71.2%-26.3pp |
| Annual return | 14.03% | 13.69%+0.3pp | 590.58%-576.6pp | 19.66%-5.6pp |
| Employer contribution / active EE | $1,466 | $2,761-46.9% | $2,678-45.3% | $4,041-63.7% |
| Participant deferral / active EE | $1,249 | $3,090-59.6% | $3,976-68.6% | $3,962-68.5% |
| Admin fee / account holder | $187 | $139+34.2% | $6,100-96.9% | $352-47.0% |