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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 | Advisory (Plan) | $56,124 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $13,927 |
SMITH & HOWARD, PC3 years Service code 10 · EIN 58-1250486 | Accounting | $13,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,315 |
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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,689 | $95,406+125.0% | $185,849+15.5% | $85,847+150.1% |
| Participation rate | 99.0% | 68.8%+30.2pp | 81.7%+17.3pp | 69.3%+29.7pp |
| Annual return | 14.34% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $12,771 | $3,314+285.4% | $5,169+147.1% | $2,565+397.8% |
| Participant deferral / active EE | $7,444 | $3,424+117.4% | $5,569+33.7% | $3,952+88.4% |
| Admin fee / account holder | $101 | $7,214-98.6% | $16,244-99.4% | $6,261-98.4% |