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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL BENEFIT CONSULTANTS2 years Service code 11 · EIN 47-4183432 3355 LENOX ROAD NE · ATLANTA, GA 30326 | Actuarial | $164,297 |
WELLS FARGO BANK, N.A.5+ years Filed as: WACHOVIA SECURITIES/WELLS FARGO ADV Service code 16 · EIN 23-2384840 420 MONTGOMERY STREET · SAN FRANSICO, CA 94104 | Consulting | $78,256 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $71,646 |
RELIANCE TRUST COMPANY5+ years Service code 21 · EIN 58-1428634 1100 ABERNATHY RD NE · ATLANTA, GA 30328 | Bank Trustee | $28,790 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 4350 CONGRESS STREET · CHARLOTTE, NC 28209 | Accounting | $20,000 |
GRAY ROBINSON4 years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $7,158 |
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Participant contribution per participant 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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 15.57% | 20.24%-4.7pp | 16.32%-0.7pp | 53.27%-37.7pp |
| Employer contribution / active EE | $7,371 | $14,384-48.8% | $31,806-76.8% | $14,774-50.1% |
| Participant deferral / active EE | $255 | $1,713-85.1% | $211+20.7% | $1,259-79.7% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |