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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-2236910 | Investment Management | $256,496 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $176,097 |
CALDWELL TRUST COMPANY1+ years Filed as: CALDWELL ADVISORS, LLC Service code 27 5210 MARYLAND WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $114,637 |
INVESCO1+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $77,993 |
JERRY VITA1+ years Filed as: R. JERRY COOK Service code 13 · EIN 59-1785571 | Contract Administrator | $73,207 |
CARON CARSON1+ years Service code 30 · EIN 59-1785571 | Direct payment from the plan; Employe... | $60,742 |
LISA LINDAUER1+ years Filed as: LISA COWAN Service code 30 · EIN 59-1785571 | Employee (plan); Direct payment from ... | $48,899 |
BAAB & DENNISON LLP1+ years Service code 29 · EIN 75-2344325 | Legal | $43,427 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 ONE CORPORATION CENTER · RYE, NY 10580 | Investment Management | $40,960 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 19 111 WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $31,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,281-100.0% | $60,547-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 68.0%-68.0pp | 69.4%-69.4pp |
| Annual return | -1.27% | 1.74%-3.0pp | 335.64%-336.9pp | 5.51%-6.8pp |
| Employer contribution / active EE | $2,160 | $2,031+6.3% | $2,419-10.7% | $2,098+3.0% |
| Participant deferral / active EE | $576 | $2,789-79.4% | $3,328-82.7% | $3,265-82.4% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |