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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC2+ years Filed as: WEALTH AND PENSION SVCS GROUP, INC. Service code 28 4045 ORCHARD RD. SE · SMYRNA, GA 30080 | Investment Management | $25,033 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,301 |
PENSION FINANCIAL SERVICES, INC.2+ years Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $8,489 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,383 | $71,666-59.0% | $117,861-75.1% | $69,631-57.8% |
| Participation rate | 52.7% | 77.5%-24.9pp | 79.7%-27.0pp | 70.7%-18.0pp |
| Annual return | 16.84% | 18.86%-2.0pp | 335.11%-318.3pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $780 | $1,889-58.7% | $3,786-79.4% | $2,032-61.6% |
| Participant deferral / active EE | $1,290 | $3,340-61.4% | $4,482-71.2% | $3,224-60.0% |
| Admin fee / account holder | $221 | $120+83.8% | $8,021-97.2% | $110+100.2% |