Filed June 11, 2019
| Provider | Service type | Compensation |
|---|---|---|
DANA INVESTMENT ADVISORS1+ years Filed as: DANA INVESTMENTS Service code 21 | Bank Trustee | $188,840 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL Service code 21 · EIN 58-2236910 | Bank Trustee | $179,756 |
BIRMINGHAM CAPITAL MANAGEMENT1+ years Service code 21 · EIN 63-0856101 | Bank Trustee | $174,850 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 21 | Bank Trustee | $139,540 |
VULCAN VALUE PARTNERS1+ years Filed as: VULCAN VALUE Service code 21 | Bank Trustee | $137,491 |
DELAWARE INVESTMENTS1+ years Service code 21 · EIN 36-1753930 | Bank Trustee | $120,657 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL Service code 21 | Bank Trustee | $118,317 |
REGIONS BANK1+ years Service code 26 · EIN 63-0935103 | Advisory (Participants) | $84,765 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,106-100.0% | $80,977-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 71.1%-71.1pp |
| Annual return | 5.12% | 13.93%-8.8pp | 17.11%-12.0pp | 48.65%-43.5pp |
| Employer contribution / active EE | $3,391 | $2,042+66.1% | $3,715-8.7% | $2,182+55.4% |
| Participant deferral / active EE | $3,212 | $5,245-38.8% | $5,696-43.6% | $3,356-4.3% |
| Admin fee / account holder | $0 | $57-100.0% | $5,517-100.0% | $70-100.0% |