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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 ONE 10TH STREET SUITE 600 · AUGUSTA, GA 30901 | Investment Management | $24,892 |
JENKINS & ASSOCIATES3+ years Filed as: WILLIAM N. JENKINS & ASSOCIATES, IN Service code 13 · EIN 58-1596154 1299 BATTLECREEK RD · JONESBORO, GA 30236 | Contract Administrator | $24,000 |
Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $8,500 |
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 | $7,188 | $43,999-83.7% | $79,467-91.0% | $55,725-87.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 5.89% | 1.81%+4.1pp | 718.30%-712.4pp | 244.93%-239.0pp |
| Employer contribution / active EE | $1,254 | $1,830-31.4% | $2,800-55.2% | $2,078-39.6% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $108 | $118-8.3% | $5,104-97.9% | $115-6.4% |