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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 |
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 | $69,255-92.8% | $256,809-98.0% | $69,255-92.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 10.61% | 26.73%-16.1pp | 32.73%-22.1pp | 26.73%-16.1pp |
| Employer contribution / active EE | $679 | $2,645-74.3% | $7,263-90.7% | $2,645-74.3% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $106 | $733-85.5% | $25,146-99.6% | $733-85.5% |