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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL BENEFIT CONSULTANTS5 years Service code 11 · EIN 47-4183432 3355 LENOX ROAD NE · ATLANTA, GA 30326 | Actuarial | $207,028 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $147,820 |
GRAY ROBINSON7 years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $105,946 |
RELIANCE TRUST COMPANY8+ years Service code 21 · EIN 58-1428634 1100 ABERNATHY ROAD NE #400 · ATLANTA, GA 30328 | Bank Trustee | $35,785 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -11.15% | -4.95%-6.2pp | 22.50%-33.7pp | 2.77%-13.9pp |
| Employer contribution / active EE | $11,308 | $15,740-28.2% | $33,849-66.6% | $15,262-25.9% |
| Participant deferral / active EE | $507 | $721-29.7% | $101+402.2% | $691-26.7% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |