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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 900 ASHWOOD PARKWAY · ATLANTA, GA 30338 | Actuarial | $144,348 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD FRERES Service code 28 · EIN 13-5545100 | Investment Management | $133,421 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE Service code 28 3438 PEACHTREE RD NE · ATLANTA, GA 30326 | Investment Management | $94,212 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHT AVE · NEW YORK, NY 10018 | Investment Management | $82,299 |
INVESCO1+ years Filed as: INVESTCO Service code 28 1360 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $71,457 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 100 CRESCENT CENTRE · TUCKER, GA 30084 | Plan Administrator | $52,375 |
RIDGEWORTH1+ years Filed as: NFJ INTL Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $49,858 |
MET WEST FUNDS1+ years Filed as: WESTERN ASSETS MANAGEMENT COMPANY Service code 28 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $47,096 |
THE LONDON COMPANY1+ years Filed as: LONDON CO Service code 28 1801 BAYBERRY CT SUITE 301 · RICHMOND, VA 23226 | Investment Management | $33,473 |
ALLIANZ GLOBAL INVESTORS1+ years Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $32,187 |
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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 | $14,849-100.0% | $55,343-100.0% | $14,849-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 100.0%-100.0pp | 73.1%-73.1pp |
| Annual return | 7.15% | 4.15%+3.0pp | 4.25%+2.9pp | 4.15%+3.0pp |
| Employer contribution / active EE | $11,487 | $6,717+71.0% | $8,602+33.5% | $6,717+71.0% |
| Participant deferral / active EE | $0 | $1,059-100.0% | $0 | $1,059-100.0% |
| Admin fee / account holder | $0 | $0 | $2,465-100.0% | - |