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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 | $0 |
REAGAN COMPANIES ASSET MGMT.4+ years Filed as: REAGAN CONSULTING Service code 34 ONE PIEDMONT CENTER, SUITE 500 · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $0 |
RSM US LLP3 years Filed as: RSM, US, LLC Service code 10 · EIN 42-0714325 216 SUMMIT BLVD · BIRMINGHAM, AL 35243 | Accounting | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,806 | $160,059+16.7% | $140,019+33.4% | $135,380+38.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | 9.23% | 911.48%-902.3pp | 651.17%-641.9pp | 519.81%-510.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |