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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-4268991 | Investment Management | $129,717 |
CHARLENE ROGERS7+ years Filed as: CHARLENE HELTON Service code 30 · EIN 62-6077945 | Direct payment from the plan; Employe... | $108,501 |
RENEE ASHWORTH7+ years Service code 30 · EIN 62-6077945 | Direct payment from the plan; Employe... | $63,488 |
Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $29,175 |
JOHNSON BANK1 year Filed as: JOHNSON & CAGGIA LAW GROUP, PA Service code 29 · EIN 59-3519587 | Legal | $24,693 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICE Service code 28 · EIN 80-0169636 | Investment Management | $24,569 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $14,500 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $12,558 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,001 | $90,0010% | $31,867+182.4% | $90,0010% |
| Participation rate | 100.0% | 25.0%+75.0pp | 50.0%+50.0pp | 25.0%+75.0pp |
| Annual return | -10.00% | -17.67%+7.7pp | -12.40%+2.4pp | -17.67%+7.7pp |
| Employer contribution / active EE | $24,374 | $12,476+95.4% | $6,243+290.4% | $12,476+95.4% |
| Participant deferral / active EE | $0 | $0 | $106-100.0% | - |
| Admin fee / account holder | $611 | $6110% | $308+98.4% | $6110% |