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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 53 · EIN 04-3046611 | Insurance Commissions | $79,746 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $29,220 |
MOORE COLSON1 year Filed as: MOORE COLSON CPAS AND ADVISORS Service code 10 · EIN 58-1653941 600 GALLERIA PKWY SE, STE. 600 · ATLANTA, GA 30339 | Accounting | $17,500 |
WELLSPRING WEALTH, LLC2 years Service code 13 · EIN 81-4138199 2200 CENTURY PARKWAY, STE. 750 · ATLANTA, GA 30345 | Contract Administrator | $12,467 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $66,845 | $73,102-8.6% | $123,549-45.9% | $56,287+18.8% |
| Participation rate | 98.3% | 74.3%+24.0pp | 82.3%+16.0pp | 69.9%+28.5pp |
| Annual return | -19.19% | 3.01%-22.2pp | 119.20%-138.4pp | -9.96%-9.2pp |
| Employer contribution / active EE | $5,171 | $2,977+73.7% | $4,628+11.7% | $2,111+145.0% |
| Participant deferral / active EE | $5,098 | $5,423-6.0% | $6,426-20.7% | $3,350+52.2% |
| Admin fee / account holder | $140 | $554-74.7% | $9,284-98.5% | $521-73.1% |