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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: SMITH, BROWN & GROOVER, INC Service code 26 4001 VINEVILLE AVENUE · MACON, GA 31210 | Advisory (Participants) | $33,023 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,839 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $9,032 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,021 |
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.
Annual investment return 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.
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 | $32,990 | $113,568-71.0% | $67,560-51.2% | $200,096-83.5% |
| Participation rate | 15.3% | 73.3%-58.0pp | 72.9%-57.6pp | 72.0%-56.7pp |
| Annual return | 9.73% | 15.88%-6.2pp | 3533.50%-3523.8pp | 34.26%-24.5pp |
| Employer contribution / active EE | $361 | $3,409-89.4% | $2,737-86.8% | $3,038-88.1% |
| Participant deferral / active EE | $460 | $4,163-89.0% | $4,004-88.5% | $5,090-91.0% |
| Admin fee / account holder | $71 | $102-31.1% | $3,994-98.2% | $269-73.8% |