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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $107,832 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENTITH AMERICA Service code 13 · EIN 59-1953076 100 CRESENT CENTER PKWAY STE 346 · ATLANTA, GA 30084 | Contract Administrator | $60,000 |
PIMCO FUNDS5+ years Filed as: PIMCO INVESTMENT MANAGEMENT Service code 28 · EIN 13-3977552 640 NEWPORT CENTER · NEWPORT BEACH, CA 92660 | Investment Management | $27,136 |
RENAISSANCE5+ years Filed as: RENAISSANCE INVESTMENTS Service code 28 · EIN 31-1448100 625 EDEN PARK DR, STE 1200 · CINCINNATI, OH 45202 | Investment Management | $18,337 |
Filed as: QUINN CONNOR WEAVER DAVIS & ASSOC Service code 29 · EIN 45-1444874 3518 COVINGTON HYWAY · DECATUR, GA 30032 | Legal | $18,269 |
DENNIS G. JENKINS, CPA,LLC5+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, BLDG 500 · KENNESAW, GA 30152 | Accounting | $16,925 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD INTERNATIONAL Service code 28 · EIN 13-3200244 470 PARK AVE · NEW YORK, NY 10017 | Investment Management | $12,875 |
HARDING LOEVNER LP3 years Filed as: HARDING LOVENER Service code 28 · EIN 27-0684167 400 CROSSING BLVD 4TH FLOOR · BRIDGEWATER, NJ 08807 | Investment Management | $12,373 |
AB FUNDS2 years Filed as: ALLIANCE BERSTEIN Service code 28 · EIN 13-4064930 227 W. MONROE ST · CHICAGO, IL 60606 | Investment Management | $11,930 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310632 ONE TENTH STREET · AUGUSTA, GA 30901 | Securities Custodian | $7,216 |
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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 9.85% | 7.89%+2.0pp | 8.01%+1.8pp | 259.13%-249.3pp |
| Employer contribution / active EE | $0 | $36,824-100.0% | $29,475-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |