Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $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 | $36,002-59.7% | $161,489-91.0% | $64,728-77.6% |
| Participation rate | 79.0% | 57.4%+21.5pp | 78.7%+0.3pp | 57.9%+21.1pp |
| Annual return | 15.92% | 33.93%-18.0pp | 89.72%-73.8pp | 49.38%-33.5pp |
| Employer contribution / active EE | $665 | $1,380-51.8% | $4,268-84.4% | $2,243-70.4% |
| Participant deferral / active EE | $2,449 | $1,815+34.9% | $5,630-56.5% | $2,729-10.3% |
| Admin fee / account holder | $152 | $931-83.7% | $16,006-99.1% | $1,145-86.7% |