Filed January 23, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHBRIDGE PARTNERS LLC1 year Filed as: NORTHBRIDGE WEALTH MANAGEMENT Service code 27 665 N. ACADEMY STREET · GREENVILLE, SC 29601 | Advisory (Plan) | $49,968 |
UNIFIED TRUST COMPANY, N.A.9 years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $17,982 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $2,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $107,404 | $122,042-12.0% | $184,243-41.7% | $74,429+44.3% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 11.35% | 19.91%-8.6pp | 28.82%-17.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $3,517 | $4,538-22.5% | $6,427-45.3% | $2,625+34.0% |
| Participant deferral / active EE | $6,347 | $7,143-11.1% | $9,132-30.5% | $4,348+46.0% |
| Admin fee / account holder | $334 | $1,252-73.3% | $13,914-97.6% | $1,944-82.8% |