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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 100 CRESCENT CENTRE PARKWAY · TUCKER, GA 30084 | Plan Administrator | $78,434 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 900 ASHWOOD PARKWAY · ATLANTA, GA 30338 | Actuarial | $51,526 |
MDT ADVISORS1+ years Filed as: MDT Service code 28 · EIN 94-3267050 125 HIGH ST OLIVER ST TOW · BOSTON, MA 02110 | Investment Management | $24,956 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE Service code 28 · EIN 58-2620541 | Investment Management | $20,196 |
BLACKROCK1+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 32-0174431 | Investment Management | $19,993 |
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $19,800 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 · EIN 58-1368590 | Legal | $18,298 |
ALLIANZ GLOBAL INVESTORS1+ years Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $15,016 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Investment Management | $14,069 |
RIDGEWORTH1+ years Filed as: NFJ INT'L Service code 28 · EIN 13-3977552 | Investment Management | $10,870 |
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Annual investment return 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -5.42% | 3.49%-8.9pp | 4.16%-9.6pp | 7.18%-12.6pp |
| Employer contribution / active EE | $8,088 | $11,083-27.0% | $29,966-73.0% | $13,095-38.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |