Filed March 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 58-2427992 PO BOX 142128 · FAYETTEVILLE, GA 30214 | Consulting (general); Participant loa... | $6,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,912 | $55,449-55.1% | $83,850-70.3% | $56,287-55.7% |
| Participation rate | 33.3% | 68.0%-34.7pp | 76.1%-42.8pp | 69.9%-36.5pp |
| Annual return | -6.90% | -1.38%-5.5pp | 850.92%-857.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $928 | $2,430-61.8% | $3,631-74.5% | $2,111-56.1% |
| Participant deferral / active EE | $1,420 | $2,935-51.6% | $4,082-65.2% | $3,350-57.6% |
| Admin fee / account holder | $125 | $656-81.0% | $5,478-97.7% | $521-76.1% |