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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA RETIREMENT PARTNERS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $656 |
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 | $37,389 | $56,287-33.6% | $80,977-53.8% | $62,881-40.5% |
| Participation rate | 91.3% | 68.9%+22.4pp | 75.8%+15.5pp | 69.3%+22.0pp |
| Annual return | 7.47% | 22.13%-14.7pp | 17.11%-9.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,932 | $1,943+102.4% | $3,715+5.9% | $2,281+72.4% |
| Participant deferral / active EE | $11,690 | $4,196+178.6% | $5,696+105.2% | $3,203+265.0% |
| Admin fee / account holder | $129 | $3,742-96.6% | $5,517-97.7% | $4,296-97.0% |