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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 ONE 1OTH STREET STE 600 · AUGUSTA, GA 30901 | Advisory (Plan) | $173,000 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $163,646 |
Service code 14 · EIN 65-0498809 2010 NW 150 AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $119,360 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J P MORGAN ASST MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $102,022 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INTERNATIONAL Service code 28 · EIN 20-5991122 620 EIGHTH AVE · NEW YORK, NY 10015 | Investment Management | $83,002 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-0169148 30 ROCKEFELLER PALZA · NEW YORK, NY 10112 | Investment Management | $82,696 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 · EIN 26-1764456 20 ALLEN AVE STE 300 · ST. LOUIS, MO 63119 | Investment Management | $82,330 |
POLEN CAPITAL6+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 2700 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Investment Management | $67,220 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWNE POINTE PKWAY STE 560 · ATLANTA, GA 30338 | Actuarial | $58,599 |
FIERA CAPITAL4 years Service code 28 · EIN 13-2726734 375 PARK AVE 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $56,738 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.94% | 6.82%+7.1pp | 8.01%+5.9pp | 12.86%+1.1pp |
| Employer contribution / active EE | $6,337 | $12,695-50.1% | $29,476-78.5% | $13,687-53.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |