Filed February 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SUGARLOAF WEALTH MANAGEMENT, LLC4+ years Service code 28 2736 MEADOW CHURCH ROAD · DULUTH, GA 30097 | Investment Management | $71,132 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,890 |
PENSION FINANCIAL SERVICES, INC.4+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30097 | Contract Administrator | $48,314 |
CLE INVESTMENTS2 years Service code 28 17605 WRIGHT ST · OHAHA, NE 68130 | Investment Management | $20,652 |
Service code 13 | Contract Administrator | $6,884 |
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 | $49,537 | $56,443-12.2% | $83,830-40.9% | $55,725-11.1% |
| Participation rate | 73.9% | 72.0%+1.8pp | 76.1%-2.3pp | 70.9%+3.0pp |
| Annual return | -4.63% | 393.67%-398.3pp | 850.97%-855.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,625 | $2,682-2.1% | $3,631-27.7% | $2,078+26.3% |
| Participant deferral / active EE | $1,797 | $2,965-39.4% | $4,082-56.0% | $3,356-46.4% |
| Admin fee / account holder | $248 | $156+58.5% | $5,479-95.5% | $115+115.0% |