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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP6 years Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 26 · EIN 58-2484343 5 CONCOURSE PARKWAY, SUITE 1000 · ATLANTA, GA 30328 | Advisory (Participants) | $13,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,160 | $29,507+70.0% | $56,025-10.5% | $77,762-35.5% |
| Participation rate | 16.5% | 32.7%-16.2pp | 52.5%-36.0pp | 70.6%-54.1pp |
| Annual return | 6.72% | 18.90%-12.2pp | 1712.69%-1706.0pp | 31.27%-24.6pp |
| Employer contribution / active EE | $1 | $570-99.9% | $1,042-99.9% | $2,728-100.0% |
| Participant deferral / active EE | $1,089 | $1,062+2.6% | $1,955-44.3% | $4,651-76.6% |
| Admin fee / account holder | $420 | $1,041-59.6% | $2,828-85.1% | $433-2.9% |