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| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES1+ years Filed as: WILLIAM N. JENKINS & ASSOCIATES, IN Service code 13 · EIN 58-1596154 1299 BATTLECREEK RD · JONESBORO, GA 30236 | Contract Administrator | $24,000 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 ONE 10TH ST SUITE 600 · AUGUSTA, GA 30901 | Investment Management | $18,553 |
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $13,039 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,200 | $39,859-87.0% | $78,676-93.4% | $57,658-91.0% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -2.92% | 18.96%-21.9pp | 62.19%-65.1pp | 5.13%-8.0pp |
| Employer contribution / active EE | $1,006 | $1,786-43.7% | $2,850-64.7% | $1,974-49.1% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $98 | $76+29.2% | $4,510-97.8% | $95+4.1% |