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| Provider | Service type | Compensation |
|---|---|---|
ERISA PARTNERS, INC.3 years Filed as: ERISA PARTNERS Service code 15 · EIN 64-0815705 PO BOX 22968 · NASHVILLE, TN 37202 | Recordkeeping | $40,740 |
1ST GLOBAL CAPITAL CORP5 years Service code 26 · EIN 75-2428870 12750 MERIT DRIVE · DALLAS, TX 75251 | Advisory (Participants) | $32,773 |
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.)
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 | $47,276 | $91,517-48.3% | $101,271-53.3% | $73,412-35.6% |
| Participation rate | 30.9% | 73.8%-42.9pp | 75.8%-44.9pp | 72.2%-41.3pp |
| Annual return | 14.06% | 17.17%-3.1pp | 46.48%-32.4pp | 59.30%-45.2pp |
| Employer contribution / active EE | $2,330 | $2,877-19.0% | $3,660-36.3% | $2,234+4.3% |
| Participant deferral / active EE | $479 | $3,338-85.7% | $4,371-89.0% | $3,806-87.4% |
| Admin fee / account holder | $485 | $216+124.8% | $5,948-91.8% | $158+207.3% |