Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES1 year Service code 13 · EIN 58-1596154 1299 BATTLECREEK ROAD STE 200 · JONESBORO, GA 30236 | Contract Administrator | $54,000 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 · EIN 20-8764829 ONE 10TH STREET STE 600 · AUGUSTA, GA 30901 | Investment Management | $18,747 |
Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $10,514 |
Employer contribution per participant 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 | $5,214 | $86,897-94.0% | $151,645-96.6% | $64,824-92.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -10.56% | -3.57%-7.0pp | 3.34%-13.9pp | 32.84%-43.4pp |
| Employer contribution / active EE | $646 | $4,010-83.9% | $6,165-89.5% | $2,507-74.2% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $143 | $153-6.4% | $11,614-98.8% | $188-23.8% |