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 |
|---|---|---|
Filed as: AMI ASSET MANAGEMENT Service code 28 · EIN 95-4446454 10866 WILSHIRE BLVD · LOS ANGELES, CA 90024 | Investment Management | $1,755,318 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $104,995 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Filed as: SOUTHERN BENEFITS ADMINISTRATOR Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $72,400 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 10E PARKWAYPOINTWAY, STE 170 · ATLANTA, GA 30338 | Actuarial | $71,272 |
CLEARBRIDGE ASSET MMANAGEMENT4+ years Service code 28 · EIN 20-5997722 620 8TH AVE · NEW YORK, NY 10018 | Investment Management | $61,608 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 1251 AVE. OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $55,203 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD MANAGEMENT Service code 28 · EIN 02-0530199 30 ROCKFELLER PLAZA · NEW YORK, NY 10012 | Investment Management | $42,283 |
INVESCO4+ years Filed as: INVESCO COMPANY Service code 28 · EIN 58-1707262 2100 ROSS AVE STE 700 · ATLANTA, GA 30309 | Investment Management | $42,142 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Investment Management | $38,165 |
ARNALL GOLDEN GREGORY LLP3 years Filed as: ARNALL GOLDEN GREGORY LLPP Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $34,990 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -5.50% | 4.25%-9.7pp | -752.26%+746.8pp | 0.19%-5.7pp |
| Employer contribution / active EE | $13,628 | $11,906+14.5% | $31,802-57.1% | $13,763-1.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |