Filed January 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1116 S MAIN ST · GREENVILLE, SC 29301 | Advisory (Plan) | $12,118 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,736 | $25,302+76.8% | $74,719-40.1% | $67,579-33.8% |
| Participation rate | 11.5% | 37.8%-26.3pp | 54.5%-42.9pp | 71.3%-59.8pp |
| Annual return | 15.75% | 10291.17%-10275.4pp | 753.05%-737.3pp | 378.56%-362.8pp |
| Employer contribution / active EE | $228 | $446-48.9% | $1,084-78.9% | $2,148-89.4% |
| Participant deferral / active EE | $397 | $954-58.3% | $1,963-79.8% | $3,539-88.8% |
| Admin fee / account holder | $311 | $108+189.3% | $3,334-90.7% | $142+118.9% |