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| Provider | Service type | Compensation |
|---|---|---|
THOMASVILLE NATIONAL BANK4 years Service code 26 · EIN 58-2184934 | Advisory (Participants) | $30,662 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $682 |
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.)
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 | $35,246 | $81,474-56.7% | $133,971-73.7% | $73,493-52.0% |
| Participation rate | 52.0% | 76.4%-24.4pp | 79.8%-27.9pp | 70.7%-18.7pp |
| Annual return | 15.81% | 19.40%-3.6pp | 45.09%-29.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,294 | $2,209-41.4% | $3,919-67.0% | $2,270-43.0% |
| Participant deferral / active EE | $1,924 | $3,786-49.2% | $5,047-61.9% | $3,740-48.6% |
| Admin fee / account holder | $481 | $713-32.6% | $8,929-94.6% | $513-6.3% |