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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES Service code 14 · EIN 23-2186884 10100 INNOVATION DR STE 250 · WAUWATOSA, WI 53226 | Plan Administrator | $110,629 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 13-2919773 ONE 10TH STREET · AUGUSTA, GA 30901 | Advisory (Plan) | $48,000 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Contract Administrator | $36,000 |
DENNIS G. JENKINS, CPA,LLC2+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $11,914 |
Filed as: ARNALL GOLDEN GREGORY, LLP Service code 29 · EIN 58-1423485 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $6,499 |
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 | $19,107 | $54,392-64.9% | $84,753-77.5% | $63,975-70.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.66% | 611.38%-604.7pp | 22.78%-16.1pp | 48.65%-42.0pp |
| Employer contribution / active EE | $2,359 | $2,943-19.8% | $3,574-34.0% | $2,182+8.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $57 | $136-57.8% | $5,333-98.9% | $70-18.5% |