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 & ASSOCIATES2+ years Filed as: WILLIAM N. JENKINS & ASSOCIATES, IN Service code 13 1299 BATTLECREEK RD · JONESBORO, GA 30237 | Contract Administrator | $40,500 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 ONE TENTH STREET · AUGUSTA, GA 30901 | Investment Management | $19,185 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 3500 PIEDMONT RD · ATLANTA, GA 30305 | Accounting | $19,000 |
SOUTHERN ACTUARIAL SERVICES2+ years Service code 28 P.O.BOX 888343 · ATLANTA, GA 30356 | Investment Management | $11,650 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 4.21% | 1.57%+2.6pp | 3.99%+0.2pp | 4.16%+0.1pp |
| Employer contribution / active EE | $28,154 | $47,181-40.3% | $38,279-26.5% | $42,918-34.4% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |