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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Participants) | $31,732 |
SOUTHCOAST MEDICAL GROUP, LLC2+ years Service code 99 · EIN 58-2194871 330 BENFIELD DR. · SAVANNAH, GA 31406 | Other Fees | $28,746 |
QUINLAN PARTNERS LLC2+ years Filed as: QUINLAN ELLEN Service code 49 · EIN 54-2154380 THE PENSION STUDIO · WEST PALM BEACH, FL 33405 | Other Services | $3,468 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA NETWORKS LLC Service code 55 | Other Commissions | $167 |
AXA EQUITABLE LIFE INSURANCE CO2+ 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,496 | $36,916+47.6% | $156,551-65.2% | $57,658-5.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.97% | 12.38%-3.4pp | 32.23%-23.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,162 | $1,571+101.3% | $5,501-42.5% | $1,974+60.2% |
| Participant deferral / active EE | $3,558 | $1,926+84.8% | $4,871-27.0% | $3,061+16.2% |
| Admin fee / account holder | $100 | $82+21.3% | $13,028-99.2% | $95+5.9% |