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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST Service code 15 · EIN 45-6062081 | Recordkeeping | $5,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,125 | $59,402-3.8% | $93,654-39.0% | $74,546-23.4% |
| Participation rate | 62.6% | 59.7%+2.9pp | 68.7%-6.2pp | 67.2%-4.6pp |
| Annual return | 11.19% | 81.86%-70.7pp | 133.34%-122.2pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,022 | $1,265-19.2% | $2,421-57.8% | $2,624-61.0% |
| Participant deferral / active EE | $3,801 | $3,049+24.7% | $4,413-13.9% | $4,347-12.6% |
| Admin fee / account holder | $446 | $3,023-85.3% | $8,282-94.6% | $1,944-77.1% |