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| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES3+ years Filed as: WILLIAM N. JENKINS & ASSOCIATES, IN Service code 13 1299 BATTLECREEK RD · JONESBORO, GA 30237 | Contract Administrator | $40,500 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 ONE TENTH STREET · AUGUSTA, GA 30901 | Investment Management | $18,282 |
SOUTHERN ACTUARIAL SERVICES3+ years Service code 28 P.O.BOX 888343 · ATLANTA, GA 30356 | Investment Management | $10,850 |
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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 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 15.80% | 7.61%+8.2pp | 9.60%+6.2pp | 10.21%+5.6pp |
| Employer contribution / active EE | $28,961 | $55,817-48.1% | $45,595-36.5% | $42,272-31.5% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |