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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES Service code 10 · EIN 58-1485803 3700 CRESTWOOD PKWY, SUITE 550 · DULUTH, GA 30096 | Accounting | $9,150 |
RSM US LLP2 years Filed as: RSM, US, LLC Service code 10 · EIN 42-0714325 216 SUMMIT BLVD · BIRMINGHAM, AL 35243 | Accounting | $9,135 |
REAGAN COMPANIES ASSET MGMT.3+ years Filed as: REAGAN CONSULTING Service code 34 ONE PIEDMONT CENTER, SUITE 500 · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,050 | $100,041-41.0% | $149,718-60.6% | $70,131-15.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.12% | 27.43%-16.3pp | 1501.63%-1490.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $186 | $3,662-94.9% | $5,445-96.6% | $2,342-92.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $135 | $8,286-98.4% | $11,283-98.8% | $4,645-97.1% |