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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP5 years Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 26 · EIN 58-2484343 5 CONCOURSE PARKWAY, SUITE 1000 · ATLANTA, GA 30328 | Advisory (Participants) | $13,929 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $789 |
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.
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 | $36,487 | $27,800+31.2% | $58,561-37.7% | $71,511-49.0% |
| Participation rate | 22.3% | 34.6%-12.3pp | 50.9%-28.6pp | 67.9%-45.7pp |
| Annual return | 13.96% | 26.80%-12.8pp | 4251.33%-4237.4pp | 28.86%-14.9pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,431 | $1,208+18.4% | $1,923-25.6% | $4,291-66.7% |
| Admin fee / account holder | $244 | $1,637-85.1% | $2,520-90.3% | $1,588-84.6% |