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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Filed as: ZENITH AMERICA Service code 13 · EIN 59-1953076 100 CRESENT CENTER PKWAY STE 346 · ATLANTA, GA 30084 | Contract Administrator | $86,224 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $52,849 |
RENAISSANCE6+ years Filed as: RENAISSANCE INVESTMENTS Service code 28 · EIN 31-1448100 625 EDEN PARK DR, STE 1200 · CINCINNATI, OH 45202 | Investment Management | $21,773 |
PIMCO FUNDS6+ years Filed as: PIMCO INVESTMENT MANAGEMENT Service code 28 · EIN 13-3977552 640 NEWPORT CENTER · NEWPORT BEACH, CA 92660 | Investment Management | $21,452 |
DENNIS G. JENKINS, CPA,LLC6+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, BLDG 500 · KENNESAW, GA 30152 | Accounting | $15,000 |
AB FUNDS3 years Filed as: ALLIANCE BERSTEIN Service code 28 · EIN 36-4776242 227 W. MONROE ST · CHICAGO, IL 60606 | Investment Management | $14,409 |
HARDING LOEVNER LP4 years Filed as: HARDING LOVENER Service code 28 · EIN 27-0684167 400 CROSSING BLVD 4TH FLOOR · BRIDGEWATER, NJ 08807 | Investment Management | $13,661 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD INTERNATIONAL Service code 28 · EIN 13-3200244 470 PARK AVE · NEW YORK, NY 10017 | Investment Management | $13,458 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 19 · EIN 26-4310632 ONE TENTH STREET · AUGUSTA, GA 30901 | Securities Custodian | $7,852 |
MDT ADVISORS6+ years Service code 28 · EIN 95-3267050 124 HIGH ST · BOSTON, MA 02110 | Investment Management | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,219-100.0% | $201,582-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 37.2%-37.2pp | 23.6%-23.6pp | 37.6%-37.6pp |
| Annual return | 29.67% | 8.34%+21.3pp | 11.08%+18.6pp | 9.30%+20.4pp |
| Employer contribution / active EE | $0 | $35,279-100.0% | $28,418-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |