Filed June 11, 2019
| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL Service code 21 · EIN 58-2236910 | Bank Trustee | $202,345 |
DANA INVESTMENT ADVISORS2+ years Filed as: DANA INVESTMENTS Service code 21 | Bank Trustee | $192,539 |
VULCAN VALUE PARTNERS2+ years Filed as: VULCAN VALUE Service code 21 | Bank Trustee | $145,677 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD Service code 21 | Bank Trustee | $145,542 |
DELAWARE INVESTMENTS2+ years Service code 21 · EIN 36-1753930 | Bank Trustee | $135,458 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL Service code 21 | Bank Trustee | $135,442 |
REGIONS BANK2+ years Service code 26 · EIN 63-0935103 | Advisory (Participants) | $85,953 |
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 | $63,627 | $177,276-64.1% | $90,161-29.4% | $177,276-64.1% |
| Participation rate | 90.2% | 74.8%+15.3pp | 76.9%+13.3pp | 74.8%+15.3pp |
| Annual return | 8.96% | 21.25%-12.3pp | 34.89%-25.9pp | 21.25%-12.3pp |
| Employer contribution / active EE | $3,354 | $2,479+35.3% | $3,318+1.1% | $2,479+35.3% |
| Participant deferral / active EE | $3,405 | $3,881-12.2% | $5,287-35.6% | $3,881-12.2% |
| Admin fee / account holder | $236 | $154+53.0% | $5,943-96.0% | $154+53.0% |