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| Provider | Service type | Compensation |
|---|---|---|
THOMASVILLE NATIONAL BANK8 years Service code 26 · EIN 58-2184934 | Advisory (Participants) | $25,545 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,282 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,672 | $88,203-65.2% | $165,100-81.4% | $74,478-58.8% |
| Participation rate | 63.3% | 73.1%-9.8pp | 78.6%-15.3pp | 67.2%-3.9pp |
| Annual return | 11.33% | 17.13%-5.8pp | 70.21%-58.9pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $1,280 | $2,601-50.8% | $4,348-70.6% | $2,626-51.3% |
| Participant deferral / active EE | $2,003 | $4,505-55.5% | $6,035-66.8% | $4,350-54.0% |
| Admin fee / account holder | $357 | $2,235-84.0% | $12,696-97.2% | $1,946-81.7% |