Filed January 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
6TH STREET ADVISORS, LLC1+ years Service code 26 · EIN 27-5433171 7124 STONE DRIVE, SUITE B · DAPHNE, AL 36526 | Advisory (Participants) | $29,614 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Consulting (pension); Copying and dup... | $6,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,435 | $54,320-47.7% | $67,652-58.0% | $52,331-45.7% |
| Participation rate | 89.8% | 73.6%+16.2pp | 75.7%+14.1pp | 68.1%+21.7pp |
| Annual return | -1.81% | 6.81%-8.6pp | 6625.40%-6627.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,044 | $1,544-32.4% | $2,266-53.9% | $1,882-44.5% |
| Participant deferral / active EE | $2,689 | $2,950-8.9% | $3,560-24.5% | $3,022-11.0% |
| Admin fee / account holder | $389 | $527-26.1% | $4,821-91.9% | $592-34.2% |