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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 900 ASHWOOD PKWAY · ATLANTA, GA 30338 | Actuarial | $196,034 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 ONE 10TH ST, STE 600 · AUGUSTA, GA 30901 | Advisory (Plan) | $173,000 |
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 26-3757865 191 PEACHTREE ST NE, STE 2500 · ATLANTA, GA 30303 | Investment Management | $143,631 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $137,484 |
THORNBURG2+ years Filed as: THORNBURG INVESTMENT ADVISORS Service code 28 · EIN 85-0451747 2301 NORTH RIDGETOP ROW · SANTE FE, NM 87506 | Investment Management | $104,728 |
Service code 13 · EIN 65-0498809 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Contract Administrator | $100,200 |
INVESCO1 year Filed as: INVESCO ASST MANAGEMENT Service code 28 · EIN 58-1707262 1555 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $91,470 |
POLEN CAPITAL2+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 2700 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Investment Management | $83,484 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE ASSET MANAGEMENT Service code 28 · EIN 20-5991122 620 EIGHTH AVE · NEW YORK, NY 10018 | Investment Management | $82,812 |
Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 85-1451747 231 LASALLE ST · CHICAGO, IL 60604 | Investment Management | $81,367 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.45% | 3.63%+1.8pp | 4.16%+1.3pp | 9.19%-3.7pp |
| Employer contribution / active EE | $6,872 | $11,363-39.5% | $29,966-77.1% | $12,608-45.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |