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| Provider | Service type | Compensation |
|---|---|---|
LOCUST LANE PARTNERS LLC3 years Filed as: LOCUST LANE PARTNERS, LLC Service code 26 · EIN 86-1789907 14440 MORNING MOUNTAIN WAY · MILTON, GA 30004 | Advisory (Participants) | $21,861 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,738 |
TRIAD ADVISORS INC2 years Service code 15 · EIN 65-0173164 5185 PEACHTREE PARKW · NORCROSS, GA 30092 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,663 | $79,181-56.2% | $102,423-66.2% | $74,429-53.4% |
| Participation rate | 65.4% | 74.8%-9.4pp | 76.5%-11.1pp | 67.2%-1.9pp |
| Annual return | 11.84% | 54.97%-43.1pp | 29.42%-17.6pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $1,481 | $2,362-37.3% | $3,023-51.0% | $2,625-43.6% |
| Participant deferral / active EE | $2,952 | $4,416-33.1% | $5,054-41.6% | $4,348-32.1% |
| Admin fee / account holder | $328 | $2,002-83.6% | $9,455-96.5% | $1,944-83.2% |