Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES, INCORPORATED Service code 13 · EIN 58-2380163 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Contract Administrator | $5,256 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 53 | Insurance Commissions | $134 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANELY INSURANCE SERVICES Service code 71 · EIN 13-2655998 320 EAST MAIN STREET · SPARTANBURG, SC 29302 | Brokerage Fees | $0 |
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.
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 | $18,421 | $36,700-49.8% | $171,082-89.2% | $63,975-71.2% |
| Participation rate | 19.0% | 61.5%-42.6pp | 76.7%-57.7pp | 71.1%-52.2pp |
| Annual return | 21.95% | 12.80%+9.1pp | 32.56%-10.6pp | 48.65%-26.7pp |
| Employer contribution / active EE | $381 | $1,210-68.5% | $4,002-90.5% | $2,182-82.5% |
| Participant deferral / active EE | $670 | $2,696-75.1% | $4,797-86.0% | $3,356-80.0% |
| Admin fee / account holder | $0 | $68-99.8% | $8,520-100.0% | $70-99.8% |