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| Provider | Service type | Compensation |
|---|---|---|
KEYSTONE FINANCIAL GROUP LLC3 years Filed as: KEYSTONE FINANCIAL GROUP, INC. Service code 27 · EIN 58-2482253 | Advisory (Plan) | $15,586 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE FIDUCIARY CORPORATION Service code 15 · EIN 61-1579239 | Recordkeeping | $5,098 |
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.
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 | $37,109 | $65,361-43.2% | $92,903-60.1% | $72,983-49.2% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | -0.25% | 42.11%-42.4pp | 109.43%-109.7pp | 81.01%-81.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,134 | $3,128-31.8% | $4,238-49.6% | $3,608-40.9% |
| Admin fee / account holder | $295 | $4,251-93.1% | $5,795-94.9% | $5,124-94.2% |