Filed June 11, 2019
| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL Service code 21 · EIN 58-2236910 | Bank Trustee | $240,790 |
DANA INVESTMENT ADVISORS3+ years Filed as: DANA INVESTMENTS Service code 21 | Bank Trustee | $238,435 |
Filed as: WESTFIELD CAPITAL Service code 21 | Bank Trustee | $181,138 |
VULCAN VALUE PARTNERS3+ years Filed as: VULCAN VALUE Service code 21 | Bank Trustee | $166,468 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL Service code 21 | Bank Trustee | $155,944 |
DELAWARE INVESTMENTS3+ years Service code 21 · EIN 36-1753930 | Bank Trustee | $128,575 |
REGIONS BANK3+ years Service code 26 · EIN 63-0935103 | Advisory (Participants) | $86,541 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,380 | $71,106-5.2% | $83,327-19.1% | $75,289-10.5% |
| Participation rate | 92.7% | 82.0%+10.7pp | 77.8%+14.9pp | 72.4%+20.2pp |
| Annual return | 10.96% | -0.56%+11.5pp | 10.64%+0.3pp | -0.04%+11.0pp |
| Employer contribution / active EE | $1,524 | $2,436-37.4% | $3,379-54.9% | $2,405-36.6% |
| Participant deferral / active EE | $4,439 | $6,249-29.0% | $5,565-20.2% | $3,739+18.7% |
| Admin fee / account holder | $257 | $72+255.1% | $7,540-96.6% | $102+151.2% |