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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $96,961 |
CLEARBRIDGE ASSET MMANAGEMENT2+ years Service code 28 · EIN 20-5997722 620 8TH AVE · NEW YORK, NY 10018 | Investment Management | $81,777 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 1251 AVE. OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $80,422 |
Filed as: ARNALL GOLDEN GREGORY LLPP Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $76,276 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Filed as: SOUTHERN BENEFITS ADMINISTRATOR Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $64,000 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 900 ASHWOOD PARKWAY, STE 170 · ATLANTA, GA 30338 | Actuarial | $49,285 |
INVESCO2+ years Filed as: INVESCO COMPANY Service code 28 · EIN 58-1707262 1555 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $38,984 |
THE LONDON COMPANY2+ years Filed as: LONDON COMPANY Service code 28 · EIN 90-0824693 3920 FOREST DR STE D · COLUMBIA, SC 29204 | Investment Management | $36,946 |
Filed as: VOYA INVESTMENT MGT (CBRE REIT) Service code 28 · EIN 02-0488491 5780 POWERS FERRY RD NW · ATLANTA, GA 30327 | Investment Management | $35,668 |
Service code 28 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Investment Management | $25,334 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.02% | 3.49%+2.5pp | 4.16%+1.9pp | 7.18%-1.2pp |
| Employer contribution / active EE | $11,862 | $11,083+7.0% | $29,966-60.4% | $13,095-9.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |