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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC4+ years Filed as: WEALTH AND PENSION SVCS GROUP, INC. Service code 28 4045 ORCHARD RD. SE · SMYRNA, GA 30080 | Investment Management | $28,662 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,938 |
PENSION FINANCIAL SERVICES, INC.4+ years Service code 13 3700 CRESWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $8,864 |
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 | $28,529 | $69,159-58.7% | $125,195-77.2% | $67,582-57.8% |
| Participation rate | 45.4% | 78.2%-32.8pp | 79.8%-34.4pp | 71.3%-25.9pp |
| Annual return | 22.11% | 27.12%-5.0pp | 43.79%-21.7pp | 378.57%-356.5pp |
| Employer contribution / active EE | $724 | $2,023-64.2% | $3,866-81.3% | $2,148-66.3% |
| Participant deferral / active EE | $1,235 | $3,700-66.6% | $4,937-75.0% | $3,539-65.1% |
| Admin fee / account holder | $183 | $142+29.3% | $9,704-98.1% | $142+28.8% |