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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA2 years Filed as: C GARY LUTRICK Service code 27 2496 JETT FERRY ROAD · ALPHARETTA, GA 30022 | Advisory (Plan) | $9,171 |
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 36-1543746 | Pension Consulting | $3,594 |
MARK NARDELLA2 years Filed as: MARK GUTRICH Service code 27 2496 JETT FERRY ROAD · ALPHARETTA, GA 30022 | Advisory (Plan) | $917 |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,480 | $80,753-69.7% | $136,298-82.0% | $62,293-60.7% |
| Participation rate | 11.0% | 73.5%-62.6pp | 81.9%-71.0pp | 69.5%-58.5pp |
| Annual return | 8.95% | 35.83%-26.9pp | 5156.27%-5147.3pp | 28.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,041 | $5,164-79.8% | $6,247-83.3% | $3,169-67.1% |
| Admin fee / account holder | $352 | $525-32.9% | $9,244-96.2% | $479-26.5% |