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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 | Advisory (Plan) | $47,522 |
SMITH & HOWARD, PC2 years Service code 10 · EIN 58-1250486 | Accounting | $14,500 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $7,110 |
Filed as: MASSMUUTAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,000 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MILLENNIUM TRUST COMPANY Service code 49 · EIN 36-4400066 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY2 years 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 | $237,637 | $58,895+303.5% | $178,503+33.1% | $73,497+223.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.88% | 24.86%-12.0pp | 151.12%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $11,903 | $2,236+432.4% | $5,011+137.5% | $2,270+424.3% |
| Participant deferral / active EE | $6,814 | $2,567+165.4% | $5,202+31.0% | $3,740+82.2% |
| Admin fee / account holder | $143 | $400-64.2% | $13,987-99.0% | $513-72.0% |