Filed March 21, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 19 1705 PEACHTREE ST. NE · ATLANTA, GA 30309 | Securities Custodian | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 19 200 WEST STREET · NEW YORK, NY 10282 | Securities Custodian | $0 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 19 222 BERKELEY STREET · BOSTON, MA 02116 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,231 | $50,643-28.5% | $106,619-66.0% | $55,167-34.3% |
| Participation rate | 57.7% | 65.6%-7.9pp | 78.0%-20.3pp | 69.0%-11.3pp |
| Annual return | 7.97% | 7.02%+1.0pp | 9.42%-1.5pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $3,947-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,036 | $2,208-7.8% | $3,930-48.2% | $3,054-33.3% |
| Admin fee / account holder | $56 | $488-88.5% | $6,418-99.1% | $504-88.8% |