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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 115 PERIMETER CENTER PL NE · ATLANTA, GA 30346 | Recordkeeping | $147 |
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.)
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 | $39,927 | $66,180-39.7% | $118,746-66.4% | $62,293-35.9% |
| Participation rate | 45.4% | 71.3%-25.9pp | 78.3%-32.9pp | 69.5%-24.1pp |
| Annual return | 10.98% | 60.89%-49.9pp | 24.54%-13.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $846 | $3,183-73.4% | $4,193-79.8% | $2,042-58.6% |
| Participant deferral / active EE | $1,523 | $4,247-64.1% | $5,332-71.4% | $3,169-51.9% |
| Admin fee / account holder | $601 | $753-20.2% | $10,720-94.4% | $479+25.4% |