Filed July 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $62,071 |
WALTON EMC1+ years Service code 10 · EIN 58-0477163 PO BOX 260 · MONROE, GA 30655 | Accounting | $12,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 52 500 WESTPARK DRIVE SUITE 100 · PEACHTREE CITY, GA 30269 | Indirect Investment Fees | $0 |
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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 | $0 | $211,396-100.0% | $10,105-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 4.3%-4.3pp |
| Annual return | -0.86% | 138.90%-139.8pp | 16.23%-17.1pp | 2.81%-3.7pp |
| Employer contribution / active EE | $19,509 | $16,232+20.2% | $17,605+10.8% | $16,358+19.3% |
| Participant deferral / active EE | $0 | $1,217-100.0% | $237-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $11-100.0% | $1,639-100.0% |