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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 ONE 10TH ST, STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $127,346 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $69,359 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINTE PKWY · ATLANTA, GA 30338 | Actuarial | $60,764 |
DANIELS, IRWIN & AYLOR6 years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $27,050 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0159020 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $10,150 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES ROUCO Service code 29 · EIN 58-1368590 TWO N. TWENTIETH STE 930 · BIRMINGHAM, AL 35203 | Legal | $3,063 |
Service code 19 · EIN 34-1922005 1301 E. 9TH ST., STE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
MONEY CONCEPTS CAPITAL CORP7 years Filed as: MONEY MARKET, MUTUAL FUNDS, & ETF'S Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY7 years Service code 19 · EIN 30-0872552 7315 WISCONSIN AVE., 350W · BETHESDA, MD 20814 | Securities Custodian | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 9.36% | 8.65%+0.7pp | 9.03%+0.3pp | 10.20%-0.8pp |
| Employer contribution / active EE | $7,104 | $14,388-50.6% | $26,284-73.0% | $15,145-53.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |