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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY · ATLANTA, GA 30338 | Actuarial | $136,084 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL Service code 28 · EIN 22-2796848 1200 INREPID AVE STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $83,657 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-1645832 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $59,365 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 P. O. BOX 13766 · NEWARK, NJ 07188 | Investment Management | $57,712 |
Filed as: ROBEIN URANN & LURYE Service code 29 · EIN 72-0999672 2540 SEVEREN AVE · METAIRIE, LA 70009 | Legal | $46,497 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIN. Service code 13 · EIN 54-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $36,000 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · NEWRYN, PA 19312 | Investment Management | $19,758 |
Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 31406 | Accounting | $16,850 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 4.26% | 10.27%-6.0pp | 10.56%-6.3pp | 53.27%-49.0pp |
| Employer contribution / active EE | $11,520 | $12,273-6.1% | $30,197-61.9% | $14,774-22.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |