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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Service code 27 5185 PEACHATREE PARKWAY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $4,497 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,035 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $212 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 · EIN 58-1485803 3700 CRESTWOOD PARKWAY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,495 | $69,383-11.4% | $101,275-39.3% | $73,497-16.3% |
| Participation rate | 5.7% | 68.4%-62.7pp | 75.8%-70.1pp | 70.7%-65.0pp |
| Annual return | 5.92% | 18.46%-12.5pp | 46.48%-40.6pp | 28.51%-22.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $114 | $3,301-96.6% | $4,371-97.4% | $3,740-97.0% |
| Admin fee / account holder | $460 | $704-34.6% | $5,948-92.3% | $513-10.3% |