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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $105,495 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Filed as: SOUTHERN BENEFITS ADMINISTRATOR Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $68,900 |
CLEARBRIDGE ASSET MMANAGEMENT3+ years Service code 28 · EIN 20-5997722 620 8TH AVE · NEW YORK, NY 10018 | Investment Management | $60,166 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 1251 AVE. OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $56,808 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 900 ASHWOOD PARKWAY, STE 170 · ATLANTA, GA 30338 | Actuarial | $46,771 |
ARNALL GOLDEN GREGORY LLP2 years Filed as: ARNALL GOLDEN GREGORY LLPP Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $37,324 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD MANAGEMENT Service code 28 · EIN 02-0530199 30 ROCKFELLER PLAZA · NEW YORK, NY 10012 | Investment Management | $36,722 |
INVESCO3+ years Filed as: INVESCO COMPANY Service code 28 · EIN 58-1707262 2100 ROSS AVE STE 700 · ATLANTA, GA 30309 | Investment Management | $36,350 |
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Investment Management | $35,661 |
THE LONDON COMPANY3+ years Filed as: LONDON COMPANY Service code 28 · EIN 90-0824693 3920 FOREST DR STE D · COLUMBIA, SC 29204 | Investment Management | $11,321 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.02% | 11.78%+1.2pp | 8.32%+4.7pp | 23.90%-10.9pp |
| Employer contribution / active EE | $12,022 | $11,309+6.3% | $30,793-61.0% | $16,539-27.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |