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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $173,457 |
CAPITAL BENEFIT CONSULTANTS4 years Service code 11 · EIN 47-4183432 3355 LENOX ROAD NE · ATLANTA, GA 30326 | Actuarial | $136,687 |
GRAY ROBINSON6 years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $92,518 |
RELIANCE TRUST COMPANY7+ years Service code 21 · EIN 58-1428634 1100 ABERNATHY RD NE #400 · ATLANTA, GA 30328 | Bank Trustee | $34,143 |
BKD, LLP5 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 4350 CONGRESS STREET · CHAROLETTE, NC 28209 | Accounting | $21,000 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 12.60% | 16.75%-4.2pp | 14.84%-2.2pp | 13.24%-0.6pp |
| Employer contribution / active EE | $9,229 | $16,291-43.4% | $37,950-75.7% | $14,616-36.9% |
| Participant deferral / active EE | $339 | $2,055-83.5% | $127+166.2% | $830-59.2% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |