Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT8+ years Service code 28 · EIN 58-1882608 1349 W. PEACHTREE STREET · ATLANTA, GA 30303 | Investment Management | $258,213 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 13-2730828 200 ROSS AVE 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $134,726 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $96,327 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3320003 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $88,176 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Contract Administrator | $85,447 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY · ATLANTA, GA 30338 | Actuarial | $53,353 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Securities Custodian | $50,500 |
Service code 29 · EIN 58-1423485 171 17ST STREET · ATLANTA, GA 30363 | Legal | $32,131 |
Filed as: DENNIS G. JENKINS CPA, LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE · KENNESAW, GA 30152 | Accounting | $17,000 |
Filed as: MONEY MARKET, MUTUAL, ETFS & CLOSED Service code 19 | Securities Custodian | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.84% | -7.95%-2.9pp | -5.85%-5.0pp | 23.41%-34.3pp |
| Employer contribution / active EE | $8,575 | $13,972-38.6% | $31,839-73.1% | $12,650-32.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |