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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $176,819 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $78,900 |
Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 19 · EIN 12-1192865 PO BOX 219125 · KANSAS CITY, MO 641219125 | Securities Custodian | $66,898 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $53,153 |
ROTHSCHILD ASSET MANAGEMENT10+ years Service code 28 · EIN 13-2544634 1251 AVE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $52,169 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 95-4446454 3475 PIEDMONT RD · ATLANTA, GA 30305 | Investment Management | $50,984 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 | Actuarial | $48,455 |
ARNALL GOLDEN GREGORY LLP6 years Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $39,515 |
LAZARD ASSET MANAGEMENT9 years Filed as: LAZARD MANAGEMENT Service code 28 · EIN 02-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $37,876 |
Filed as: THORNBURG INVESTMENT MANAGEMENT Service code 28 · EIN 85-0301299 2300 NORTH RIDGETOP ROAD · SANTA FE, NM 875068361 | Investment Management | $35,054 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.54% | 11.08%-3.5pp | 8.10%-0.6pp | 8.76%-1.2pp |
| Employer contribution / active EE | $10,561 | $13,910-24.1% | $28,649-63.1% | $16,664-36.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |