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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL BENEFIT CONSULTANTS, LLC Service code 11 · EIN 47-4183432 3355 LENOX ROAD NE · ATLANTA, GA 303261353 | Actuarial | $238,958 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $144,611 |
GRAY ROBINSON8 years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $80,986 |
RELIANCE TRUST COMPANY9+ years Service code 21 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Bank Trustee | $27,484 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 11.23% | 724.96%-713.7pp | 78.53%-67.3pp | 37.74%-26.5pp |
| Employer contribution / active EE | $11,307 | $14,638-22.8% | $31,607-64.2% | $15,788-28.4% |
| Participant deferral / active EE | $715 | $1,109-35.5% | $101+611.4% | $732-2.4% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |