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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY · ATLANTA, GA 30338 | Actuarial | $90,786 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 P. O. BOX 13766 · NEWARK, NJ 07188 | Investment Management | $53,059 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-1645832 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $44,883 |
Service code 13 · EIN 54-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONILLE, FL 32256 | Contract Administrator | $36,000 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL Service code 28 · EIN 22-2796848 1200 INTREPID AVE STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $30,525 |
COLUMBIA PARTNERS2+ years Service code 28 · EIN 52-1940739 5414 WISCONSIN AVE · CHEVY CHASE, MD 20815 | Investment Management | $19,208 |
DENNIS G. JENKINS, CPA,LLC2+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $13,450 |
Filed as: ROBEIN URANN & LURYE Service code 29 · EIN 72-0999672 2540 SEVEREN AVE · METAIRIE, LA 70009 | Legal | $12,408 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.55% | 11.78%+0.8pp | 8.32%+4.2pp | 23.90%-11.3pp |
| Employer contribution / active EE | $12,305 | $11,309+8.8% | $30,793-60.0% | $16,539-25.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |