Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-6218800 | Contract Administrator | $173,561 |
Filed as: ATLANTA CAPITAL MANAGEMENT CO. Service code 27 · EIN 58-2236910 | Advisory (Plan) | $92,510 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $63,791 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC. Service code 34 · EIN 41-1327339 | Direct payment from the plan; Valuati... | $55,000 |
LAPADULA CARLSON & CO3 years Service code 10 · EIN 65-0292391 | Accounting | $51,113 |
Service code 16 · EIN 58-2432930 | Consulting | $34,015 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 27 · EIN 56-1557450 | Advisory (Plan) | $33,966 |
ARNALL GOLDEN GREGORY LLP8 years Service code 23 · EIN 58-0543673 | Insurance services; Direct payment fr... | $14,814 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 8.58% | 9.99%-1.4pp | 8.93%-0.3pp | 8.75%-0.2pp |
| Employer contribution / active EE | $5,344 | $15,140-64.7% | $26,306-79.7% | $15,185-64.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $0-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |