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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY · ATLANTA, GA 30338 | Actuarial | $118,449 |
PENN CAPITAL MANAGEMENT5+ years Filed as: PENN CAPITAL Service code 28 · EIN 22-2796848 1200 INREPID AVE STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $109,741 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 P. O. BOX 13766 · NEWARK, NJ 07188 | Investment Management | $60,661 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-1645832 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $54,723 |
Filed as: ROBEIN URANN & LURYE Service code 29 · EIN 72-0999672 2540 SEVEREN AVE · METAIRIE, LA 70009 | Legal | $42,334 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIN. Service code 13 · EIN 54-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $37,400 |
DENNIS G. JENKINS, CPA,LLC2 years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 31406 | Accounting | $17,810 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · NEWRYN, PA 19312 | Investment Management | $15,598 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 0.60% | 6.41%-5.8pp | 8.01%-7.4pp | 11.45%-10.9pp |
| Employer contribution / active EE | $11,635 | $11,592+0.4% | $29,475-60.5% | $17,219-32.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |