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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY3 years Service code 27 1100 ABERNATHY ROAD NE · ATLANTA, GA 303285634 | Advisory (Plan) | $25,965 |
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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 | $0 | $312,618-100.0% | $312,618-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | -4.59% | 9.70%-14.3pp | 10.03%-14.6pp | 259.17%-263.8pp |
| Employer contribution / active EE | $18,543 | $45,469-59.2% | $38,789-52.2% | $41,471-55.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,502-100.0% |