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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Participants) | $35,244 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $25,110 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION STUDIO Service code 26 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Advisory (Participants) | $19,460 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN MURPHY Service code 26 | Advisory (Participants) | $15,974 |
DANIEL & DUNCAN, LLC2 years Service code 10 · EIN 20-3751915 23 CHATHAM CENTER SOUTH DRIVE · SAVANNAH, GA 31405 | Accounting | $14,000 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,010 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 ATTN MMLISI COMMISSIONS · SPRINGFIELD, MA 01111 | Other Commissions | $87 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,232 | $37,196+67.3% | $154,111-59.6% | $55,725+11.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.46% | 1319.68%-1325.1pp | 735.18%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,439 | $1,614+113.1% | $5,298-35.1% | $2,078+65.5% |
| Participant deferral / active EE | $4,366 | $2,068+111.1% | $5,081-14.1% | $3,356+30.1% |
| Admin fee / account holder | $155 | $102+52.4% | $13,411-98.8% | $115+34.4% |