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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $120,751 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE ASSET MANAGEMENT Service code 28 · EIN 20-5997722 620 8TH AVE · NEW YORK, NY 10018 | Investment Management | $74,732 |
Filed as: SOUTHERN BENEFIT ADMININSTRATORS Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $66,000 |
INVESCO5+ years Filed as: INVESCO COMPANY Service code 28 · EIN 58-1707262 2100 ROSS AVE STE 700 · ATLANTA, GA 30309 | Investment Management | $46,511 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD MANAGEMENT Service code 28 · EIN 02-0530199 30 ROCKFELLER PLAZA · NEW YORK, NY 10012 | Investment Management | $46,056 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY STE 560 · ATLANTA, GA 30338 | Actuarial | $43,252 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 1251 AVE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $42,992 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $41,679 |
Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $35,051 |
D. F. DENT & COMPANY, INC.2 years Filed as: D F DENT & COMPANY Service code 28 · EIN 52-1045317 400 EAST PRATT STE D · BALTIMORE, MD 21202 | Investment Management | $21,643 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 20.69% | 12.20%+8.5pp | 10.56%+10.1pp | 21.83%-1.1pp |
| Employer contribution / active EE | $11,947 | $12,801-6.7% | $30,197-60.4% | $12,237-2.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |