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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Participants) | $34,481 |
SOUTHCOAST MEDICAL GROUP, LLC1+ years Service code 99 · EIN 58-2194871 330 BENFIELD DR. · SAVANNAH, GA 31406 | Other Fees | $26,443 |
QUINLAN PARTNERS LLC1+ years Filed as: QUINLAN ELLEN Service code 49 · EIN 54-2154380 THE PENSION STUDIO · WEST PALM BEACH, FL 33405 | Other Services | $9,270 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA NETWORKS LLC Service code 55 | Other Commissions | $143 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA NETWORK LLC Service code 55 4251 CRUMS MILL RD · HARRISBURG, PA 17112 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $53,406 | $37,117+43.9% | $147,617-63.8% | $55,191-3.2% |
| Participation rate | 99.8% | 63.6%+36.2pp | 84.6%+15.2pp | 69.2%+30.6pp |
| Annual return | -0.08% | 3.44%-3.5pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,906 | $1,620+79.4% | $5,564-47.8% | $1,899+53.1% |
| Participant deferral / active EE | $3,397 | $1,985+71.1% | $4,895-30.6% | $3,046+11.5% |
| Admin fee / account holder | $125 | $86+46.3% | $11,612-98.9% | $91+37.9% |