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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% | $340,936-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 18.2%-18.2pp | 31.0%-31.0pp |
| Annual return | -2.26% | 6.89%-9.2pp | 7.17%-9.4pp | 14.18%-16.4pp |
| Employer contribution / active EE | $0 | $31,644-100.0% | $29,386-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $292-100.0% | $623-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $17,688-100.0% |