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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1408699 661 N. ERICSON ROAD · CORDOVA, TN 38018 | Contract Administrator | $54,000 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 · EIN 20-8764829 ONE 10TH STREET STE 600 · AUGUSTA, GA 30901 | Investment Management | $22,769 |
STEVEN D EISENBERG CPA PA4 years Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $12,080 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,013 | $130,224-96.2% | $197,124-97.5% | $79,634-93.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 10.61% | 23.65%-13.0pp | 44.34%-33.7pp | 36.46%-25.9pp |
| Employer contribution / active EE | $679 | $4,314-84.3% | $6,227-89.1% | $2,529-73.2% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $106 | $254-58.2% | $16,298-99.3% | $1,002-89.4% |