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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 900 ASHWOOD PARKWAY 170 · ATLANTA, GA 30338 | Actuarial | $117,207 |
Filed as: BARROW, HANLEY, MCWHINNEY Service code 28 · EIN 13-2730828 | Investment Management | $105,116 |
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 58-1882608 | Investment Management | $95,172 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, L.P Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $77,689 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 13 · EIN 62-1116095 | Contract Administrator | $72,000 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 7501 WISCONSIN AVE STE 20 · BETHESDA, MD 20814 | Investment Management | $68,695 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER, HUDSON, RANIER DOBBS Service code 29 · EIN 58-1585003 | Legal | $31,365 |
KEELY ASSET MANAGEMENT2+ years Service code 28 401 S LASALLE ST STE 1201 · CHICAGO, IL 60605 | Investment Management | $29,981 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 3500 PIEDMONT RD · ATLANTA, GA 30305 | Accounting | $23,366 |
OAK RIDGE INVESTMENTS, LLC2+ years Filed as: OAK RIDGE INVESTMENT LLC Service code 28 · EIN 36-4142388 10 SOUTH LASALLE ST · CHICAGO, IL 60603 | Investment Management | $20,130 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.00% | 3.49%+2.5pp | 4.16%+1.8pp | 7.18%-1.2pp |
| Employer contribution / active EE | $10,463 | $11,083-5.6% | $29,966-65.1% | $13,095-20.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |