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| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES5+ years Filed as: WILLIAM N. JENKINS & ASSOCIATES, IN Service code 13 · EIN 58-1596154 1299 BATTLECREEK RD · JONESBORO, GA 30236 | Contract Administrator | $25,600 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 28 ONE 10TH STREET SUITE 600 · AUGUSTA, GA 30901 | Investment Management | $22,057 |
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $13,600 |
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 | $5,535 | $52,722-89.5% | $90,461-93.9% | $73,412-92.5% |
| Participation rate | 86.5% | 67.7%+18.8pp | 72.7%+13.8pp | 72.2%+14.3pp |
| Annual return | -1.26% | 20.70%-22.0pp | 1294.76%-1296.0pp | 59.30%-60.6pp |
| Employer contribution / active EE | $539 | $1,872-71.2% | $3,264-83.5% | $2,234-75.9% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $106 | $117-9.0% | $5,617-98.1% | $158-32.6% |