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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY · ATLANTA, GA 30338 | Actuarial | $77,281 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 P. O. BOX 13766 · NEWARK, NJ 07188 | Investment Management | $55,927 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-1645832 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $41,887 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-2236910 1340 W. PEACHTREE ST · ATLANTA, GA 30325 | Investment Management | $37,703 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL Service code 28 · EIN 22-2796848 THREE CRESENT DR · PHILADELPHIS, PA 19122 | Investment Management | $27,696 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFITS ADMINISTRATOR Service code 13 · EIN 62-1116095 P. O. BOX 1449 PKWAY, STE 106 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $22,500 |
COLUMBIA PARTNERS1+ years Service code 28 · EIN 52-1940739 5414 WISCONSIN AVE · CHEVY CHASE, MD 20815 | Investment Management | $22,190 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $10,375 |
Filed as: ROBEIN URANN & LURYE Service code 29 · EIN 72-0999672 2540 SEVEREN AVE · METAIRIE, LA 70009 | Legal | $9,181 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.18% | 3.49%-2.3pp | 4.16%-3.0pp | 7.18%-6.0pp |
| Employer contribution / active EE | $11,386 | $11,083+2.7% | $29,966-62.0% | $13,095-13.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |