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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT10+ years Service code 28 · EIN 58-1882608 1349 W. PEACHTREE STREET · ATLANTA, GA 30303 | Investment Management | $313,125 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 13-2730828 200 ROSS AVE 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $181,385 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3320003 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $127,765 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $93,753 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $71,395 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Securities Custodian | $50,500 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY · ATLANTA, GA 30338 | Actuarial | $47,170 |
ARNALL GOLDEN GREGORY LLP3 years Service code 29 · EIN 58-1423485 171 17ST STREET · ATLANTA, GA 30363 | Legal | $33,938 |
DANIELS, IRWIN & AYLOR2 years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $21,125 |
MONEY CONCEPTS CAPITAL CORP3 years Filed as: MONEY MARKET, MUTUAL, ETFS & CLOSED Service code 19 | Securities Custodian | $0 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.41% | 10.33%+2.1pp | 8.10%+4.3pp | 9.30%+3.1pp |
| Employer contribution / active EE | $8,972 | $14,972-40.1% | $28,649-68.7% | $12,551-28.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |