Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
RONALD BLUE & COMPANY4+ years Service code 28 · EIN 58-1411966 | Investment Management | $184,855 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $79,279 |
Filed as: STATE STREET GLOBAL ADVISORS TR CO Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $68,458-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | -6.88% | 33.37%-40.2pp | -0.87%-6.0pp | 33.37%-40.2pp |
| Employer contribution / active EE | $8,404 | $11,253-25.3% | $21,826-61.5% | $11,253-25.3% |
| Participant deferral / active EE | $0 | $819-100.0% | $656-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $165-100.0% | $99,113-100.0% |