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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1180 W PEACHTREE ST NW STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $20,004 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,250 |
WHITLEY PENN LLP1 year Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $6,785 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,457 | $65,292-16.6% | $109,313-50.2% | $65,292-16.6% |
| Participation rate | 14.6% | 72.4%-57.8pp | 71.3%-56.6pp | 72.4%-57.8pp |
| Annual return | 8.20% | 11.84%-3.6pp | 22.07%-13.9pp | 11.84%-3.6pp |
| Employer contribution / active EE | $321 | $2,302-86.1% | $3,892-91.8% | $2,302-86.1% |
| Participant deferral / active EE | $494 | $3,579-86.2% | $3,166-84.4% | $3,579-86.2% |
| Admin fee / account holder | $20 | $57-65.7% | $5,666-99.7% | $57-65.7% |