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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $66,087 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, P.C. Service code 10 9717 COGDILL ROAD · KNOXVILLE, TN 37932 | Accounting | $13,500 |
TNB FINANICAL SERVICES4 years Service code 27 320 N BROAD ST · THOMASVILLE, GA 31799 | Advisory (Plan) | $11,862 |
TRUE NORTH ADVISORS4 years Service code 27 2039 CENTRE POINTE BLVD. · TALLAHASSE, FL 32308 | Advisory (Plan) | $9,801 |
Filed as: STEELE CAPITAL MANAGEMENT INC. Service code 27 1000 JACKSON ST · DUBUQUE, IA 520016820 | Advisory (Plan) | $7,997 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,372 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,360-100.0% | $145,433-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 65.5%-65.5pp | 82.1%-82.1pp | 57.2%-57.2pp |
| Annual return | 14.12% | 63.15%-49.0pp | 66.58%-52.5pp | 31.67%-17.5pp |
| Employer contribution / active EE | $6,556 | $3,054+114.7% | $4,554+44.0% | $2,019+224.8% |
| Participant deferral / active EE | $8,444 | $5,932+42.3% | $7,897+6.9% | $3,358+151.5% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |