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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEYSTONE FINANCIAL GROUP, INC. Service code 27 · EIN 58-2482253 6849 PEACHTREE DUNWOODY RD NE #B-2 · ATLANTA, GA 30328 | Advisory (Plan) | $13,547 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY CORPORATION Service code 15 · EIN 61-1579239 950 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $3,858 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,966 | $58,726-59.2% | $92,240-74.0% | $62,293-61.5% |
| Participation rate | 67.5% | 68.3%-0.8pp | 76.5%-8.9pp | 69.5%-2.0pp |
| Annual return | 12.36% | 43.62%-31.3pp | 176.29%-163.9pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,467 | $2,766-47.0% | $3,897-62.4% | $3,169-53.7% |
| Admin fee / account holder | $192 | $556-65.5% | $5,194-96.3% | $479-59.9% |