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| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES1+ years Filed as: WILLIAM N. JENKINS & ASSOCIATES, IN Service code 13 1299 BATTLECREEK RD · JONESBORO, GA 30237 | Contract Administrator | $40,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 ONE TENTH STREET · AUGUSTA, GA 30901 | Investment Management | $21,444 |
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH, LLC Service code 10 3500 PIEDMONT RD · ATLANTA, GA 30305 | Accounting | $21,392 |
SOUTHERN ACTUARIAL SERVICES1+ years Service code 28 P.O.BOX 888343 · ATLANTA, GA 30356 | Investment Management | $11,125 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | -3.24% | -2.05%-1.2pp | -2.13%-1.1pp | -2.16%-1.1pp |
| Employer contribution / active EE | $21,255 | $44,216-51.9% | $34,127-37.7% | $42,957-50.5% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |