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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $129,852 |
Filed as: ZENTITH AMERICA Service code 13 · EIN 59-1953076 100 CRESENT CENTER PKWAY STE 346 · ATLANTA, GA 30084 | Contract Administrator | $60,000 |
Filed as: QUINN CONNOR WEAVER DAVIS & ASSOC Service code 29 · EIN 45-1444874 3518 COVINGTON HYWAY · DECATUR, GA 30032 | Legal | $32,715 |
PIMCO FUNDS4+ years Filed as: PIMCO INVESTMENT MANAGEMENT Service code 28 · EIN 13-3977552 640 NEWPORT CENTER · NEWPORT BEACH, CA 92660 | Investment Management | $27,317 |
DENNIS G. JENKINS, CPA,LLC4+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, BLDG 500 · KENNESAW, GA 30152 | Accounting | $15,525 |
HARDING LOEVNER LP2 years Filed as: HARDING LOVENER Service code 28 · EIN 27-0684167 400 CROSSING BLVD 4TH FLOOR · BRIDGEWATER, NJ 08807 | Investment Management | $13,336 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD INTERNATIONAL Service code 28 · EIN 13-3200244 470 PARK AVE · NEW YORK, NY 10017 | Investment Management | $12,362 |
AB FUNDS1 year Filed as: ALLIANCE BERSTEIN Service code 28 · EIN 13-4064930 227 W. MONROE ST · CHICAGO, IL 60606 | Investment Management | $11,465 |
RENAISSANCE4+ years Filed as: RENAISSANCE INVESTMENTS Service code 28 · EIN 31-1448100 625 EDEN PARK DR, STE 1200 · CINCINNATI, OH 45202 | Investment Management | $10,009 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 ONE TENTH STREET · AUGUSTA, GA 30901 | Securities Custodian | $8,588 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 7.83% | 10.22%-2.4pp | 10.56%-2.7pp | 12.16%-4.3pp |
| Employer contribution / active EE | $0 | $37,390-100.0% | $30,197-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |