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| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES2 years Service code 13 · EIN 58-1596154 1299 BATTLECREEK ROAD STE 200 · JONESBORO, GA 30236 | Contract Administrator | $54,000 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 28 · EIN 20-8764829 ONE 10TH STREET STE 600 · AUGUSTA, GA 30901 | Investment Management | $16,546 |
STEVEN D EISENBERG CPA PA2 years Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $10,520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,960 | $100,272-95.1% | $170,057-97.1% | $74,473-93.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | -3.53% | 66.12%-69.6pp | 53.42%-56.9pp | 34.36%-37.9pp |
| Employer contribution / active EE | $752 | $4,266-82.4% | $6,790-88.9% | $2,638-71.5% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $133 | $235-43.2% | $12,826-99.0% | $347-61.6% |