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| Provider | Service type | Compensation |
|---|---|---|
RONALD BLUE & COMPANY1+ years Filed as: RONALD BLUE & CO., LLC Service code 28 · EIN 58-1411966 300 COLONIAL CENTER PKWY, SUITE 300 · ROSWELL, GA 30076 | Investment Management | $7,608 |
PRIORITY PENSION SERVICES, INC.1+ years Service code 13 · EIN 33-0238457 1682 LANGLEY AVE., STE 34 · IRVINE, CA 92614 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,885 | $62,324-90.6% | $68,509-91.4% | $55,191-89.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | -7.73% | 4.26%-12.0pp | 8.27%-16.0pp | 10.78%-18.5pp |
| Employer contribution / active EE | $388 | $2,223-82.6% | $2,278-83.0% | $1,899-79.6% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $26 | $91-71.8% | $5,275-99.5% | $91-71.7% |