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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.
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 | $95,090-94.7% | $211,142-97.6% | $64,728-92.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 10.61% | 49.50%-38.9pp | 46.84%-36.2pp | 49.38%-38.8pp |
| Employer contribution / active EE | $679 | $4,313-84.3% | $6,442-89.5% | $2,243-69.7% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $106 | $538-80.2% | $19,076-99.4% | $1,145-90.7% |