Filed April 11, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ABOUND WEALTH MANAGEMENT LLC3 years Filed as: ABOUND WEALTH Service code 26 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Participants) | $63,915 |
RETIREMENT STRATEGIES, INC.5 years Filed as: RETIREMENT STRATEGIES INC Service code 15 229 FURY'S FERRY RD · AUGUSTA, GA 30907 | Recordkeeping | $4,250 |
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.
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 | $73,306 | $136,307-46.2% | $177,848-58.8% | $73,497-0.3% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.7%+4.6pp | 70.7%+21.6pp |
| Annual return | 10.90% | 18.68%-7.8pp | 48.33%-37.4pp | 28.51%-17.6pp |
| Employer contribution / active EE | $4,898 | $3,712+31.9% | $5,919-17.3% | $2,270+115.7% |
| Participant deferral / active EE | $3,328 | $5,829-42.9% | $7,714-56.9% | $3,740-11.0% |
| Admin fee / account holder | $308 | $596-48.2% | $12,431-97.5% | $513-39.9% |