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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 51 50 N LAURA ST · JACKSONVILLE, FL 32202 | Investment Mgmt Fees | $26,086 |
URBACH LAW GROUP3 years Service code 29 1713 RIVER HILLS DR · ORANGE PARK, FL 32003 | Legal | $20,262 |
Service code 29 1835 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $16,097 |
SMITH & HOWARD, PC2 years Filed as: SMITH LYNCH LLC Service code 29 2020 HOWELL MILL ROAD NW · ATLANTA, GA 30318 | Legal | $14,527 |
RELIANCE TRUST COMPANY2 years Service code 16 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Consulting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,187 | $85,135-98.6% | $98,920-98.8% | $73,412-98.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | -0.50% | 19.14%-19.6pp | 196.47%-197.0pp | 59.30%-59.8pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $138 | $139-1.1% | $6,643-97.9% | $158-12.8% |