Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COLONY CAPITAL MANAGEMENT2+ years Service code 51 · EIN 06-1135830 3060 PEACHTREE RD., NW · ATLANTA, GA 30305 | Investment Mgmt Fees | $23,795 |
JENKINS & ASSOCIATES2+ years Service code 13 · EIN 58-1596154 P. O. BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,400 |
Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 171 17TH ST. NW · ATLANTA, GA 30363 | Legal | $10,319 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 360 INTERESTATE NORTH PKWAY,STE 500 · ATLANTA, GA 30339 | Securities Custodian | $7,875 |
Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $6,825 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $63,346-100.0% | $92,240-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 3.88% | 530.19%-526.3pp | 176.29%-172.4pp | 73.15%-69.3pp |
| Employer contribution / active EE | $4,147 | $2,471+67.8% | $3,680+12.7% | $2,343+77.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |