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| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES2+ 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 BARNEY2+ years Service code 28 ONE 10TH ST SUITE 600 · AUGUSTA, GA 30901 | Investment Management | $20,452 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $14,439 |
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 | $6,096 | $46,100-86.8% | $86,582-93.0% | $69,631-91.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 12.20% | 21.02%-8.8pp | 965.08%-952.9pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $1,205 | $1,850-34.8% | $2,839-57.6% | $2,032-40.7% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $102 | $94+9.1% | $4,904-97.9% | $110-7.3% |