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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 58-1882608 1349 W. PEACHTREE ST · ATLANTA, GA 30303 | Investment Management | $229,178 |
Filed as: BARROW HANLEY MANAGEMENT Service code 28 · EIN 13-2730828 200 ROSS AVE 31DT FLOOR · DALLAS, TX 75201 | Investment Management | $113,379 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3320003 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $87,070 |
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 MANAGEMENT5+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $71,277 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Securities Custodian | $50,500 |
ARNALL GOLDEN GREGORY LLP3 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-1423485 171 17TH ST · ATLANTA, GA 30363 | Legal | $40,493 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY · ATLANTA, GA 30338 | Actuarial | $32,187 |
DENNIS G. JENKINS, CPA,LLC2 years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $21,129 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 18.97% | 10.27%+8.7pp | 10.56%+8.4pp | 53.27%-34.3pp |
| Employer contribution / active EE | $9,218 | $12,273-24.9% | $30,197-69.5% | $14,774-37.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |