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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 900 ASHWOOD PARKWAY 170 · ATLANTA, GA 30338 | Actuarial | $141,450 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-1882608 | Investment Management | $107,091 |
Filed as: BARROW, HANLEY, MCWHINNEY Service code 28 · EIN 13-2730828 | Investment Management | $99,836 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 7501 WISCONSIN AVE STE 20 · BETHESDA, MD 20814 | Investment Management | $65,453 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS CAPITAL MANAGEMENT Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,500 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 | Contract Administrator | $48,000 |
KEELY ASSET MANAGEMENT1+ years Service code 28 401 S LASALLE ST STE 1201 · CHICAGO, IL 60605 | Investment Management | $44,019 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, L.P Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $36,678 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER, HUDSON, RANIER DOBBS Service code 29 · EIN 58-1585003 | Legal | $32,948 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 · EIN 31-1198068 8163 OLD YANKEE ST · DAYTON, OH 45458 | Investment Management | $22,774 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.03% | 0.68%+0.4pp | -1.61%+2.6pp | -0.60%+1.6pp |
| Employer contribution / active EE | $8,863 | $10,568-16.1% | $30,840-71.3% | $12,272-27.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |