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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 13 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $113,973 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $15,702 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $10,076 |
Filed as: DENNIS G JENKINS CPA LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN 501 · KENNESAW, GA 30152 | Accounting | $7,250 |
ARNALL GOLDEN GREGORY LLP4 years Service code 29 · EIN 58-1423485 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $3,783 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,804 | $76,774-82.0% | $112,258-87.7% | $77,906-82.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -12.40% | -10.25%-2.1pp | 27.47%-39.9pp | 12.16%-24.6pp |
| Employer contribution / active EE | $1,742 | $3,977-56.2% | $3,636-52.1% | $2,846-38.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,805-100.0% |
| Admin fee / account holder | $100 | $239-58.2% | $6,411-98.4% | $133-24.7% |