Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Service code 15 · EIN 34-1213174 | Recordkeeping | $76,391 |
IRA GROUP2+ years Service code 27 1180 WEST PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $46,364 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 6 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Accounting | $24,912 |
MATRIX TRUST COMPANY2+ years Service code 21 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $24,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,852 | $37,245-52.1% | $94,993-81.2% | $77,958-77.1% |
| Participation rate | 34.6% | 56.5%-21.8pp | 73.9%-39.2pp | 71.6%-37.0pp |
| Annual return | 15.02% | 22.72%-7.7pp | 27.14%-12.1pp | 20.87%-5.9pp |
| Employer contribution / active EE | $251 | $894-72.0% | $2,603-90.4% | $2,310-89.1% |
| Participant deferral / active EE | $696 | $1,828-61.9% | $3,317-79.0% | $3,537-80.3% |
| Admin fee / account holder | $98 | $59+66.4% | $4,960-98.0% | $97+1.0% |