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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $58,037 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $25,500 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,488 |
Service code 27 · EIN 42-1484983 | Advisory (Plan) | $22,478 |
TWO WEST CAPITAL ADVISORS5 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $5,624 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $75 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,514 | $46,464-68.8% | $150,298-90.3% | $79,634-81.8% |
| Participation rate | 79.0% | 57.0%+22.0pp | 77.8%+1.2pp | 62.5%+16.5pp |
| Annual return | 15.92% | 27.89%-12.0pp | 62.79%-46.9pp | 36.46%-20.5pp |
| Employer contribution / active EE | $665 | $1,512-56.0% | $4,154-84.0% | $2,529-73.7% |
| Participant deferral / active EE | $2,449 | $2,157+13.6% | $5,453-55.1% | $3,835-36.1% |
| Admin fee / account holder | $152 | $891-83.0% | $14,116-98.9% | $1,002-84.8% |