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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $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 | $36,904-60.7% | $158,223-90.8% | $65,191-77.7% |
| Participation rate | 79.0% | 62.1%+16.9pp | 79.2%-0.2pp | 63.0%+16.0pp |
| Annual return | 15.92% | 24.43%-8.5pp | 52.09%-36.2pp | 51.24%-35.3pp |
| Employer contribution / active EE | $665 | $1,489-55.4% | $4,109-83.8% | $2,400-72.3% |
| Participant deferral / active EE | $2,449 | $1,936+26.5% | $5,467-55.2% | $2,671-8.3% |
| Admin fee / account holder | $152 | $793-80.9% | $16,047-99.1% | $907-83.3% |