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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT4+ years Service code 28 · EIN 58-1882608 1349 W. PEACHTREE ST · ATLANTA, GA 30303 | Investment Management | $212,713 |
Filed as: BARROW HANKEY MCWHINNEY Service code 28 · EIN 13-2730828 200 ROSS AVE 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $111,857 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3320003 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $88,591 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $72,000 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $66,125 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Securities Custodian | $50,525 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY · ATLANTA, GA 30338 | Actuarial | $37,050 |
Filed as: ARNALL GOLLDEN GREGORY Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $31,114 |
Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN STE 501 · KENNESAW, GA 30152 | Accounting | $19,663 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -2.61% | 4.25%-6.9pp | -752.26%+749.6pp | 0.19%-2.8pp |
| Employer contribution / active EE | $9,082 | $11,906-23.7% | $31,802-71.4% | $13,763-34.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |