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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 ONE 10TH ST, STE 600 · AUGUSTA, GA 30901 | Advisory (Plan) | $173,000 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $143,242 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 900 ASHWOOD PKWAY · ATLANTA, GA 30338 | Actuarial | $133,803 |
Service code 13 · EIN 65-0498809 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Contract Administrator | $113,857 |
THORNBURG3+ years Filed as: THORNBURG INVESTMENT ADVISORS Service code 28 · EIN 85-0451747 2301 NORTH RIDGETOP ROW · SANTE FE, NM 87506 | Investment Management | $89,148 |
ATLANTA CAPITAL MANAGEMENT3+ years Service code 28 · EIN 26-3757865 191 PEACHTREE ST NE, STE 2500 · ATLANTA, GA 30303 | Investment Management | $78,126 |
INVESCO2 years Filed as: INVESCO ASST MANAGEMENT Service code 28 · EIN 58-1707262 1555 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $74,423 |
Filed as: J. P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVEY AVE · NEW YORK, NY 10017 | Investment Management | $72,290 |
HERNDON CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-5886120 191 PEACHTREE ST #2500 · ATLANTA, GA 30303 | Investment Management | $67,635 |
ARNOLD & KADJAN1 year Filed as: ARNOLD GOLDEN GREGORY Service code 29 · EIN 26-1370698 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $65,857 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.73% | 12.33%+1.4pp | 8.32%+5.4pp | 17.84%-4.1pp |
| Employer contribution / active EE | $6,647 | $11,641-42.9% | $30,793-78.4% | $14,688-54.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |