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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA RETIREMENT PARTNERS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
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 | $32,549 | $52,911-38.5% | $73,309-55.6% | $59,633-45.4% |
| Participation rate | 87.1% | 68.2%+18.8pp | 74.9%+12.1pp | 68.7%+18.4pp |
| Annual return | 8.42% | 12.20%-3.8pp | 5.67%+2.7pp | 2041.45%-2033.0pp |
| Employer contribution / active EE | $2,176 | $1,909+14.0% | $3,237-32.8% | $2,203-1.2% |
| Participant deferral / active EE | $10,848 | $4,069+166.6% | $4,991+117.4% | $3,192+239.9% |
| Admin fee / account holder | $94 | $3,835-97.5% | $5,635-98.3% | $4,297-97.8% |