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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES1+ years Filed as: ASHFORD ADVISORS Service code 26 900 ASHWOOD PARKWAY SUITE 400 · ATLANTA, GA 30338 | Advisory (Participants) | $6,724 |
PCS RETIREMENT, LLC1+ years Filed as: PCS Service code 13 · EIN 82-2384824 | Contract Administrator | $6,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,814 | $69,774-71.6% | $67,575-70.7% | $74,459-73.4% |
| Participation rate | 55.5% | 71.4%-15.9pp | 72.9%-17.4pp | 67.2%-11.7pp |
| Annual return | 0.00% | -40.53%+40.5pp | 3528.98%-3529.0pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,264 | $2,710-53.3% | $2,736-53.8% | $2,626-51.8% |
| Participant deferral / active EE | $1,112 | $3,636-69.4% | $4,003-72.2% | $4,350-74.4% |
| Admin fee / account holder | $178 | $890-80.0% | $3,993-95.5% | $1,945-90.8% |