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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT4 years Filed as: ATLANTA CAPITAL MANAGEMENT INV Service code 28 · EIN 58-2236910 | Investment Management | $586,567 |
LPL FINANCIAL2 years Service code 28 · EIN 95-2834236 | Investment Management | $138,958 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $100,561 |
LAPADULA CARLSON & CO3 years Service code 10 · EIN 65-0292391 | Accounting | $72,926 |
BAAB & DENNISON LLP6+ years Service code 29 · EIN 75-2344325 | Legal | $37,385 |
BMO HARRIS BANK NA3 years Service code 28 · EIN 36-2085229 | Investment Management | $18,302 |
ALBERT LEVY, P.C.4 years Filed as: ALBERT LEVY PC Service code 29 · EIN 75-2653991 | Legal | $13,860 |
FRINGE BENEFIT CONSULTING6+ years Service code 11 · EIN 46-0586731 | Actuarial | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,462-100.0% | $81,991-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 69.7%-69.7pp | 69.3%-69.3pp | 73.4%-73.4pp |
| Annual return | 8.60% | 17.56%-9.0pp | 41.31%-32.7pp | 53.97%-45.4pp |
| Employer contribution / active EE | $2,503 | $2,334+7.2% | $2,498+0.2% | $2,523-0.8% |
| Participant deferral / active EE | $792 | $3,602-78.0% | $3,722-78.7% | $4,231-81.3% |
| Admin fee / account holder | $0 | $98-100.0% | $5,665-100.0% | $114-100.0% |