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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS,LLC Service code 15 · EIN 58-2605083 P O BOX 1768 · SAVANNAH, GA 31402 | Recordkeeping | $18,965 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW Service code 10 · EIN 58-0662558 P O BOX 2486 · SAVANNAH, GA 31402 | Accounting | $6,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 95 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $12,990 | $44,059-70.5% | $71,671-81.9% | $69,631-81.3% |
| Participation rate | 64.4% | 60.8%+3.7pp | 68.7%-4.3pp | 70.7%-6.3pp |
| Annual return | 12.21% | 21.97%-9.8pp | 20.65%-8.4pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $396 | $1,305-69.6% | $2,460-83.9% | $2,032-80.5% |
| Participant deferral / active EE | $994 | $2,370-58.1% | $3,438-71.1% | $3,224-69.2% |
| Admin fee / account holder | $86 | $108-19.7% | $5,558-98.4% | $110-21.7% |