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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 | $29,554+69.7% | $56,054-10.5% | $77,692-35.4% |
| Participation rate | 16.5% | 32.6%-16.1pp | 52.5%-35.9pp | 70.6%-54.0pp |
| Annual return | 6.72% | 18.89%-12.2pp | 1705.95%-1699.2pp | 31.25%-24.5pp |
| Employer contribution / active EE | $1 | $568-99.9% | $1,039-99.9% | $2,726-100.0% |
| Participant deferral / active EE | $1,089 | $1,061+2.7% | $1,952-44.2% | $4,648-76.6% |
| Admin fee / account holder | $420 | $1,046-59.8% | $2,822-85.1% | $431-2.4% |