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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $521,224 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 10 · EIN 68-0370668 | Accounting | $141,141 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVENUE · SEATTLE, WA 98101 | Investment Management | $106,734 |
LAPADULA CARLSON & CO2 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 550 BILTMORE WAY · CORAL GABLES, FL 33134 | Accounting | $84,893 |
BAAB & DENNISON LLP9+ years Service code 29 · EIN 75-2344325 | Legal | $59,000 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $48,893 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS Service code 21 · EIN 36-2085229 | Bank Trustee | $43,681 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHT AVENUE · NEW YORK, NY 10018 | Investment Management | $27,942 |
ALBERT LEVY, P.C.1 year Filed as: ALBERT LEVY P.C. Service code 29 · EIN 75-2653991 | Legal | $11,585 |
BENEFITS LAW GROUP1 year Service code 17 · EIN 58-2277316 3350 RIVERWOOD PARKWAY · ATLANTA, GA 30339 | Pension Consulting | $5,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,504 | $119,999-88.7% | $70,544-80.9% | $96,393-86.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 68.4%+31.6pp | 71.3%+28.7pp |
| Annual return | 11.90% | 20.36%-8.5pp | 32.79%-20.9pp | 22.88%-11.0pp |
| Employer contribution / active EE | $791 | $4,602-82.8% | $2,976-73.4% | $3,239-75.6% |
| Participant deferral / active EE | $192 | $4,604-95.8% | $4,568-95.8% | $5,455-96.5% |
| Admin fee / account holder | $142 | $95+50.3% | $6,427-97.8% | $74+92.5% |