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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 620 SPRING ST SE · GAINESVILLE, GA 305013742 | Advisory (Plan) | $26,535 |
Service code 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $18,465 |
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,966 | $66,302-17.1% | $110,241-50.1% | $56,287-2.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -6.37% | -1.18%-5.2pp | 314.75%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $3,827 | $2,047+87.0% | $3,8270% | $2,111+81.3% |
| Participant deferral / active EE | $1,225 | $3,381-63.8% | $4,672-73.8% | $3,350-63.4% |
| Admin fee / account holder | $321 | $698-54.0% | $8,548-96.2% | $521-38.3% |