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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA1 year Filed as: C GARY LUTRICK Service code 61 2496 JETT FERRY ROAD SUITE 210 · ALPHARETTA, GA 30022 | Finders' fees / placement fees | $8,088 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 84-1543749 | Pension Consulting | $3,162 |
MARK NARDELLA1 year Filed as: MARK GUTRICH Service code 27 2496 JETT FERRY ROAD SUITE 210 · ALPHARETTA, GA 30022 | Advisory (Plan) | $612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,975 | $75,183-69.4% | $123,894-81.5% | $55,167-58.4% |
| Participation rate | 10.1% | 72.8%-62.7pp | 81.4%-71.3pp | 69.0%-58.8pp |
| Annual return | 7.95% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,003 | $5,084-80.3% | $5,984-83.2% | $3,054-67.1% |
| Admin fee / account holder | $297 | $663-55.2% | $8,357-96.4% | $504-41.1% |