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| Provider | Service type | Compensation |
|---|---|---|
QUINLAN PARTNERS LLC3+ years Filed as: QUINLAN ELLEN Service code 49 · EIN 54-2154380 THE PENSION STUDIO · WEST PALM BEACH, FL 33405 | Other Services | $42,937 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Participants) | $31,817 |
Filed as: RYAN MURPHY Service code 26 | Advisory (Participants) | $10,480 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,674 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA NETWORKS LLC Service code 55 | Other Commissions | $195 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO Service code 49 | Other Services | $40 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA NETWORK LLC Service code 55 · EIN 58-1648698 4135 N FRONT STREET · HARRISBURG, PA 17110 | Other Commissions | $0 |
DANIEL & DUNCAN, LLC1 year Service code 10 · EIN 20-3751915 | Accounting | $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 | $72,479 | $46,173+57.0% | $170,435-57.5% | $69,631+4.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.29% | 21.62%-4.3pp | 205.94%-188.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $3,179 | $1,610+97.5% | $5,432-41.5% | $2,032+56.4% |
| Participant deferral / active EE | $3,706 | $2,080+78.2% | $4,939-25.0% | $3,224+15.0% |
| Admin fee / account holder | $138 | $116+19.4% | $13,881-99.0% | $110+25.3% |