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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Securities Custodian | $225,705 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 620 8TH AVE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $99,812 |
SOUTHERN BENEFIT ADMINISTRATORS8+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $73,459 |
ROTHSCHILD ASSET MANAGEMENT8+ years Service code 28 · EIN 13-2544634 1251 AVE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $51,317 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 95-4446454 3475 PIEDMONT RD · ATLANTA, GA 30305 | Investment Management | $49,368 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 | Actuarial | $48,143 |
ARNALL GOLDEN GREGORY LLP4 years Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 | Legal | $36,700 |
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD MANAGEMENT Service code 28 · EIN 02-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $32,813 |
Filed as: THORNBURG INVESTMENT MANAGEMENT Service code 28 · EIN 85-0301299 2300 NORTH RIDGETOP ROAD · SANTA FE, NM 875068361 | Investment Management | $30,307 |
Filed as: DENNIS G. JENKINS CPA LLC Service code 10 · EIN 20-5886120 169 STONE VILLAGE LANE · KENNESAW, GA 30152 | Accounting | $18,750 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -17.08% | -8.26%-8.8pp | -5.84%-11.2pp | 2.77%-19.8pp |
| Employer contribution / active EE | $11,473 | $12,543-8.5% | $31,839-64.0% | $15,262-24.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |