Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Service code 15 · EIN 34-1213174 | Recordkeeping | $73,516 |
IRA GROUP3+ years Service code 27 1180 WEST PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $49,980 |
MATRIX TRUST COMPANY3+ years Service code 21 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $21,701 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 6 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Accounting | $9,520 |
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.
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 | $17,203 | $35,366-51.4% | $90,657-81.0% | $75,289-77.2% |
| Participation rate | 31.0% | 57.3%-26.4pp | 74.0%-43.1pp | 72.4%-41.5pp |
| Annual return | -0.78% | -2.19%+1.4pp | 1.89%-2.7pp | -0.04%-0.7pp |
| Employer contribution / active EE | $241 | $916-73.7% | $2,532-90.5% | $2,405-90.0% |
| Participant deferral / active EE | $666 | $1,998-66.7% | $3,424-80.6% | $3,739-82.2% |
| Admin fee / account holder | $83 | $59+41.5% | $4,994-98.3% | $102-18.4% |