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| Provider | Service type | Compensation |
|---|---|---|
JONES POUNDER1 year Service code 10 · EIN 57-0725618 | Accounting | $9,500 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $6,525 |
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $1,961 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,384 | $155,795-88.2% | $136,298-86.5% | $69,631-73.6% |
| Participation rate | 95.5% | 75.2%+20.2pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 6.51% | 232464.33%-232457.8pp | 5156.27%-5149.8pp | 27571.02%-27564.5pp |
| Employer contribution / active EE | $2,513 | $2,991-16.0% | $4,696-46.5% | $2,032+23.6% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $65 | $128-49.5% | $9,244-99.3% | $110-41.3% |