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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 | $125,575 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $36,094 |
DENNIS G. JENKINS, CPA,LLC3+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $19,650 |
ARNALL GOLDEN GREGORY LLP2 years Filed as: ARNALL GOLDEN GREGORY, LLP Service code 29 · EIN 58-1423485 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $8,017 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,525 | $221,442-88.0% | $92,239-71.2% | $77,958-66.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.41% | 15.65%-0.2pp | 176.29%-160.9pp | 20.87%-5.5pp |
| Employer contribution / active EE | $2,486 | $3,226-23.0% | $3,680-32.5% | $2,310+7.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $72 | $210-65.5% | $5,194-98.6% | $97-25.8% |