Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $5,042,067 |
SOUTHERN COMPANY SERVICES5+ years Service code 14 · EIN 63-0274273 | Plan Administrator | $4,487,680 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,147,047 |
Filed as: ABERDEEN INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,915,128 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 · EIN 98-0226240 | Investment Management | $2,878,149 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES Service code 28 · EIN 13-4087331 | Investment Management | $2,877,921 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $2,409,570 |
Filed as: PRUDENTIAL PRISA Service code 28 · EIN 22-2550816 | Investment Management | $1,765,147 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $1,718,656 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL FINANCIAL Service code 28 · EIN 23-2891243 | Investment Management | $1,695,709 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.15% | 24.48%-6.3pp | 13.45%+4.7pp | 24.48%-6.3pp |
| Employer contribution / active EE | $43,356 | $9,418+360.4% | $26,057+66.4% | $9,418+360.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $181-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |