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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 285 PEACHTREE CENTER AVE · ATLANTA, GA 30303 | Legal | $164,739 |
CLEARBRIDGE ASSET MMANAGEMENT1+ years Service code 28 · EIN 20-5997722 620 8TH AVE · NEW YORK, NY 10018 | Investment Management | $104,013 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 1251 AVE. OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $91,949 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $71,807 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $64,000 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFITS ADMINISTRATOR Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $57,600 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 900 ASHWOOD PARKWAY, STE 170 · ATLANTA, GA 30338 | Actuarial | $52,951 |
THE LONDON COMPANY1+ years Filed as: LONDON COMPANY Service code 28 · EIN 90-0824693 3920 FOREST DR STE D · COLUMBIA, SC 29204 | Investment Management | $48,451 |
INVESCO1+ years Filed as: INVESCO COMPANY Service code 28 · EIN 58-1707262 1555 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $47,908 |
Filed as: N.F.J. INT'L VALUE Service code 28 · EIN 13-3977552 2100 ROSS AVE STE 700 · DALLAS, TX 75201 | Investment Management | $43,725 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -2.91% | 0.68%-3.6pp | -1.61%-1.3pp | -0.60%-2.3pp |
| Employer contribution / active EE | $13,528 | $10,568+28.0% | $30,840-56.1% | $12,272+10.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |