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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT6+ years Service code 28 · EIN 58-1882608 1349 W. PEACHTREE ST · ATLANTA, GA 30303 | Investment Management | $222,431 |
Filed as: BARROW HANLEY MANAGEMENT Service code 28 · EIN 13-2730828 200 ROSS AVE 31DT FLOOR · DALLAS, TX 75201 | Investment Management | $110,540 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3320003 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $97,214 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $73,000 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $72,866 |
UBS FINANCIAL SERVICES INC4 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 LLP4 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-1423485 171 17TH ST · ATLANTA, GA 30363 | Legal | $36,190 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY · ATLANTA, GA 30338 | Actuarial | $32,296 |
DENNIS G. JENKINS, CPA,LLC3 years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $17,000 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 11.81% | 6.41%+5.4pp | 8.01%+3.8pp | 11.45%+0.4pp |
| Employer contribution / active EE | $8,932 | $11,592-22.9% | $29,475-69.7% | $17,219-48.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |