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| Provider | Service type | Compensation |
|---|---|---|
SUGARLOAF WEALTH MANAGEMENT, LLC1+ years Filed as: SUGARLOAF WEALTH MANAGEMENT Service code 27 2055 SUGARLOAF CIR STE 200 · DULUTH, GA 30097 | Advisory (Plan) | $2,083 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,273 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35 |
ERISA SERVICES, INC.1+ years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $20 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,890 | $80,763-96.4% | $102,412-97.2% | $74,459-96.1% |
| Participation rate | 59.9% | 65.7%-5.8pp | 74.5%-14.6pp | 67.2%-7.3pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $603 | $3,160-80.9% | $3,870-84.4% | $2,626-77.0% |
| Participant deferral / active EE | $1,207 | $3,862-68.8% | $5,060-76.2% | $4,350-72.3% |
| Admin fee / account holder | $12 | $2,371-99.5% | $8,388-99.9% | $1,945-99.4% |