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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 21 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2820 · CHARLOTTE, NC 28202 | Bank Trustee | $89,427 |
BHA CONSULTING1+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $57,065 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 58-6051152 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $56,326 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 20-0461050 1075 PEACHTREE STREET NE 2100 · ATLANTA, GA 30309 | Investment Management | $54,451 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE,STE 100 · SAVANNAH, GA 31406 | Advisory (Plan) | $50,000 |
AMALGAMATED BANK1+ years Service code 51 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $44,981 |
Filed as: QUINN CONNOR WEAVER DAVIES ROUCO L Service code 29 · EIN 45-1444874 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $28,437 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE Service code 28 | Investment Management | $24,905 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $24,363 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT Service code 28 | Investment Management | $17,596 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -4.32% | 5.13%-9.4pp | 4.74%-9.1pp | 7.18%-11.5pp |
| Employer contribution / active EE | $4,494 | $14,689-69.4% | $36,089-87.5% | $13,095-65.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |