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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Service code 15 · EIN 58-2380163 229 FURYS FERRY RD, SUITE 131 · AUGUSTA, GA 30907 | Recordkeeping | $5,430 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $3,663 |
Filed as: MERRILL LYNCH AGENCY, INC. Service code 22 | Insurance Broker | $1,002 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,090 | $36,916-61.8% | $156,551-91.0% | $57,658-75.6% |
| Participation rate | 54.7% | 63.4%-8.7pp | 84.0%-29.3pp | 70.2%-15.5pp |
| Annual return | 6.36% | 12.38%-6.0pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $426 | $1,571-72.8% | $5,501-92.2% | $1,974-78.4% |
| Participant deferral / active EE | $522 | $1,926-72.9% | $4,871-89.3% | $3,061-83.0% |
| Admin fee / account holder | $62 | $82-24.3% | $13,028-99.5% | $95-34.0% |