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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $200,103 |
Service code 12 · EIN 99-0940151 | Contract Administrator; Claims proces... | $95,739 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 12 · EIN 65-0498809 | Contract Administrator; Copying and d... | $54,913 |
Service code 29 · EIN 72-0999672 | Legal | $52,897 |
SOUTHERN ACTUARIAL SERVICES10+ years Filed as: SOUTHERN ACTUARIAL SERVICES CO.,INC Service code 11 · EIN 58-2409046 | Actuarial | $23,625 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $22,200 |
FOUNDRY PARTNERS9 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $15,390 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 49 · EIN 56-0939887 | Other Services | $7,485 |
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Employer 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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.35% | 8.62%-1.3pp | 8.99%-1.6pp | 10.52%-3.2pp |
| Employer contribution / active EE | $7,405 | $14,400-48.6% | $25,171-70.6% | $15,140-51.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |