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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $88,752 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,075 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $21,579 |
DANIEL & DUNCAN, LLC1 year Filed as: CAINES, HODGES & COMPANY, P.C. Service code 10 · EIN 20-3751915 5302 FREDERICK STREET · SAVANNAH, GA 31405 | Accounting | $16,500 |
RYAN LABS ASSET MANAGEMENT6 years Filed as: RYAN MURPHY Service code 26 · EIN 58-1648698 | Advisory (Participants) | $14,310 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Securities Custodian | $10,749 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,578 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 · EIN 04-3109325 MML INVESTOR SERVICES · BOSTON, MA 02266 | Other Commissions | $324 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,926 | $46,325+79.0% | $143,788-42.3% | $64,814+27.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.76% | -10.05%-6.7pp | -0.03%-16.7pp | 32.84%-49.6pp |
| Employer contribution / active EE | $4,004 | $1,911+109.5% | $4,952-19.1% | $2,507+59.7% |
| Participant deferral / active EE | $5,428 | $2,647+105.1% | $5,638-3.7% | $4,310+25.9% |
| Admin fee / account holder | $236 | $154+53.7% | $14,675-98.4% | $188+25.9% |