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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY · ATLANTA, GA 30338 | Actuarial | $80,552 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 P. O. BOX 13766 · NEWARK, NJ 07188 | Investment Management | $67,363 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-1645832 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $56,558 |
Service code 13 · EIN 54-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONILLE, FL 32256 | Contract Administrator | $36,250 |
PENN CAPITAL MANAGEMENT3+ years Filed as: PENN CAPITAL Service code 28 · EIN 22-2796848 1200 INTREPID AVE STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $33,471 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR ATE 100 · BEWRYN, PA 19312 | Investment Management | $19,263 |
Filed as: ROBEIN URANN & LURYE Service code 29 · EIN 72-0999672 2540 SEVEREN AVE · METAIRIE, LA 70009 | Legal | $17,248 |
DENNIS G. JENKINS, CPA,LLC3+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $11,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.15% | 4.25%+4.9pp | -752.26%+761.4pp | 0.19%+9.0pp |
| Employer contribution / active EE | $12,039 | $11,906+1.1% | $31,802-62.1% | $13,763-12.5% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |