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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC3 years Service code 27 5185 PEACHATREE PARKWAY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $1,891 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS, INC. Service code 27 5185 PEACHTREE PARKWAY, #200 · NORCROSS, GA 300926541 | Advisory (Plan) | $1,891 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,609 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 | Contract Administrator | $502 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,792 | $64,707-57.0% | $112,228-75.2% | $68,494-59.4% |
| Participation rate | 4.1% | 67.2%-63.0pp | 75.1%-71.0pp | 67.9%-63.8pp |
| Annual return | -16.92% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4 | $3,565-99.9% | $4,728-99.9% | $4,027-99.9% |
| Admin fee / account holder | $224 | $5,232-95.7% | $6,410-96.5% | $5,403-95.9% |