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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $147,094 |
AB FUNDS1 year Filed as: ALLIANCE BERSTEIN Service code 28 · EIN 95-4446454 3475 PEIDMONT RD · ATLANTA, GA 30305 | Investment Management | $93,386 |
Filed as: SOUTHERN BENEFIT ADMININSTRATORS Service code 14 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $72,400 |
ROTHSCHILD ASSET MANAGEMENT6+ years Service code 28 · EIN 13-2544634 1251 AVE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $70,927 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD MANAGEMENT Service code 28 · EIN 02-0530199 30 ROCKFELLER PLAZA · NEW YORK, NY 10012 | Investment Management | $51,882 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $46,236 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY STE 560 · ATLANTA, GA 30338 | Actuarial | $44,064 |
ARNALL GOLDEN GREGORY LLP2 years Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $34,820 |
D. F. DENT & COMPANY, INC.3 years Filed as: D F DENT & COMPANY Service code 28 · EIN 52-1045317 400 EAST PRATT STE D · BALTIMORE, MD 21202 | Investment Management | $27,054 |
KAYE CAPITAL MANAGEMENT2 years Filed as: KAYE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 1800 AVE OF THE STARS 2ND FLOOR · LOS ANGELES, CA 90067 | Investment Management | $21,970 |
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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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 14.77% | 6.82%+7.9pp | 8.01%+6.8pp | 12.86%+1.9pp |
| Employer contribution / active EE | $11,792 | $12,695-7.1% | $29,475-60.0% | $13,687-13.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |