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| Provider | Service type | Compensation |
|---|---|---|
ERISA PARTNERS, INC.2 years Filed as: ERISA PARTNERS Service code 15 · EIN 64-0815705 PO BOX 22968 · NASHVILLE, TN 37202 | Recordkeeping | $40,062 |
1ST GLOBAL CAPITAL CORP4 years Service code 26 · EIN 75-2428870 12750 MERIT DRIVE · DALLAS, TX 75251 | Advisory (Participants) | $28,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,395 | $66,601-45.4% | $92,909-60.8% | $67,579-46.1% |
| Participation rate | 37.0% | 72.5%-35.5pp | 76.0%-39.0pp | 71.3%-34.2pp |
| Annual return | 17.67% | 92.58%-74.9pp | 109.44%-91.8pp | 378.56%-360.9pp |
| Employer contribution / active EE | $3,064 | $2,775+10.4% | $3,653-16.1% | $2,148+42.6% |
| Participant deferral / active EE | $566 | $3,157-82.1% | $4,238-86.6% | $3,539-84.0% |
| Admin fee / account holder | $430 | $199+115.9% | $5,795-92.6% | $142+201.9% |