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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT3+ years Service code 28 · EIN 58-1882608 1349 W. PEACHTREE ST · ATLANTA, GA 30303 | Investment Management | $197,459 |
Filed as: BARROW HANLEY MCWHINNEY Service code 28 · EIN 13-2730828 2200 ROSS AVE 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $110,132 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3320003 0ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $85,368 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $72,000 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 900 ASHWOOD PKWAY STE 170 · ATLANTA, GA 30338 | Actuarial | $71,035 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-2288019 7501 WISCONSON AVE STE 20 · BETHESDA, MD 20814 | Investment Management | $60,641 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $50,500 |
Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $28,062 |
AGH WEALTH ADVISORS, LLC3+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 3500 PIEDMONT RD STE 500 · ATLANTA, GA 30305 | Accounting | $27,067 |
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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 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 15.36% | 19.71%-4.3pp | 176.29%-160.9pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $8,776 | $2,633+233.3% | $3,680+138.5% | $2,032+331.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |