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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Advisory (Plan) | $173,000 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $152,561 |
Service code 14 · EIN 65-0498809 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $113,981 |
Filed as: J P MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $95,753 |
INVESCO1 year Filed as: INVESCO ASSET MANAGEMENT Service code 28 · EIN 58-1707262 1555 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $80,377 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 | Actuarial | $74,556 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 · EIN 26-1764456 20 ALLEN AVE STE 300 · ST. LOUIS, MO 63119 | Investment Management | $74,415 |
THORNBURG4+ years Filed as: THORNBURG INVESTMENT ADVISORS Service code 28 · EIN 85-0451747 2301 NORTH RIDGETOP ROW · SANTE FE, NM 87506 | Investment Management | $73,782 |
POLEN CAPITAL4+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 2700 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Investment Management | $58,315 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 20-0169148 03 ROCKFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $58,230 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.77% | 2.02%-6.8pp | -752.26%+747.5pp | 33.37%-38.1pp |
| Employer contribution / active EE | $6,845 | $12,422-44.9% | $31,802-78.5% | $11,253-39.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |