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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 | Advisory (Plan) | $45,490 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $11,500 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $10,260 |
Filed as: MASSMUUTAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,725 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $196,825 | $52,967+271.6% | $172,753+13.9% | $65,186+201.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.51% | 30.12%-9.6pp | 803.00%-782.5pp | 29.39%-8.9pp |
| Employer contribution / active EE | $10,585 | $2,190+383.3% | $5,144+105.8% | $2,177+386.3% |
| Participant deferral / active EE | $6,766 | $2,471+173.8% | $5,198+30.2% | $3,514+92.5% |
| Admin fee / account holder | $103 | $472-78.1% | $13,956-99.3% | $847-87.8% |