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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 440 MAMARONECK AVE. · HARRISON, NY 10528 | Finders' fees / placement fees; Float... | $63,034 |
SOUTHERN BENEFIT ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,259 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY THE DOBBS GROUP Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $35,000 |
DANIELS, IRWIN & AYLOR9+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $17,750 |
ASCENSUS LLC7 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70B RHOADS CENTER DRIVE · CENTERVILLE, OH 45458 | Legal | $14,648 |
MUTUAL FUNDS6 years Service code 18 | Custodial (other than securities); Cu... | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,121 | $88,479-25.3% | $96,515-31.5% | $80,157-17.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 19.05% | 22.53%-3.5pp | 35.73%-16.7pp | 40.39%-21.3pp |
| Employer contribution / active EE | $2,584 | $4,177-38.1% | $3,740-30.9% | $2,977-13.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $160 | $211-24.2% | $6,735-97.6% | $145+10.6% |