Filed February 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SUGARLOAF WEALTH MANAGEMENT, LLC3+ years Service code 28 2736 MEADOW CHURCH ROAD · DULUTH, GA 30097 | Investment Management | $71,666 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $65,119 |
PENSION FINANCIAL SERVICES, INC.3+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30097 | Contract Administrator | $45,690 |
CLE INVESTMENTS1 year Service code 28 17605 WRIGHT ST · OHAHA, NE 68130 | Investment Management | $18,122 |
Service code 13 | Contract Administrator | $6,040 |
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 | $51,822 | $60,545-14.4% | $92,240-43.8% | $69,631-25.6% |
| Participation rate | 74.7% | 72.2%+2.5pp | 76.5%-1.8pp | 70.7%+4.0pp |
| Annual return | 12.84% | 19.71%-6.9pp | 176.29%-163.4pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $3,873 | $2,633+47.1% | $3,680+5.2% | $2,032+90.6% |
| Participant deferral / active EE | $1,520 | $2,828-46.2% | $3,897-61.0% | $3,224-52.9% |
| Admin fee / account holder | $253 | $145+75.0% | $5,194-95.1% | $110+129.5% |