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| Provider | Service type | Compensation |
|---|---|---|
WIREGRASS ASSET MANAGEMENT3 years Service code 26 · EIN 81-3486133 | Advisory (Participants) | $13,265 |
ASSURANCE DIMENSIONS3 years Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,590 | $50,956-43.9% | $96,570-70.4% | $86,821-67.1% |
| Participation rate | 58.0% | 65.2%-7.3pp | 69.8%-11.9pp | 72.3%-14.3pp |
| Annual return | -1.51% | 21.27%-22.8pp | 37.79%-39.3pp | 97.94%-99.4pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,424 | $2,954-51.8% | $3,849-63.0% | $4,132-65.5% |
| Admin fee / account holder | $206 | $166+24.2% | $6,182-96.7% | $170+21.6% |