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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY10+ years Service code 27 · EIN 58-1428634 1100 ABERNATHY ROAD · ATLANTA, GA 303285646 | Advisory (Plan) | $96,269 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Actuarial | $40,168 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,556-100.0% | $134,556-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 15.4%-15.4pp | 34.1%-34.1pp |
| Annual return | -2.26% | 8.43%-10.7pp | 8.50%-10.8pp | 13.02%-15.3pp |
| Employer contribution / active EE | $0 | $31,363-100.0% | $29,758-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $538-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $39,117-100.0% |