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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC1 year Service code 13 2702 WHATLEY AVENUE · SAVANNAH, GA 31404 | Contract Administrator | $16,181 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 101 N TRYON STREET · CHARLOTTE, NC 28246 | Accounting | $7,508 |
SWERDLIN & COMPANY4+ years Service code 13 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Contract Administrator | $3,204 |
FIRST MERCANTILE TRUST COMPANY4+ years Filed as: FIRST MERCANTILE Service code 15 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,990 | $42,548-17.8% | $74,549-53.1% | $56,287-37.8% |
| Participation rate | 32.0% | 60.5%-28.4pp | 69.1%-37.1pp | 69.9%-37.8pp |
| Annual return | -11.87% | 12.40%-24.3pp | 32.53%-44.4pp | -9.96%-1.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,306 | $2,277-42.6% | $3,108-58.0% | $3,350-61.0% |
| Admin fee / account holder | $478 | $467+2.3% | $5,059-90.5% | $521-8.2% |