Filed June 11, 2019
| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL Service code 21 · EIN 58-2236910 | Bank Trustee | $267,633 |
DANA INVESTMENT ADVISORS4+ years Filed as: DANA INVESTMENTS Service code 21 | Bank Trustee | $244,034 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL Service code 21 | Bank Trustee | $202,933 |
VULCAN VALUE PARTNERS4+ years Filed as: VULCAN VALUE Service code 21 | Bank Trustee | $175,306 |
SUNTRUST BANKS, INC.4+ years Filed as: STERLING CAPITAL Service code 21 | Bank Trustee | $170,067 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE Service code 21 · EIN 36-1753930 | Bank Trustee | $132,747 |
REGIONS BANK4+ years Service code 26 · EIN 63-0935103 | Advisory (Participants) | $89,242 |
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 | $72,935 | $86,338-15.5% | $91,994-20.7% | $77,775-6.2% |
| Participation rate | 93.1% | 82.9%+10.2pp | 78.6%+14.5pp | 73.2%+19.9pp |
| Annual return | 6.57% | 29.65%-23.1pp | 69.04%-62.5pp | 32.58%-26.0pp |
| Employer contribution / active EE | $3,897 | $2,988+30.4% | $3,453+12.9% | $2,504+55.6% |
| Participant deferral / active EE | $4,915 | $6,908-28.9% | $5,924-17.0% | $3,966+23.9% |
| Admin fee / account holder | $293 | $79+268.8% | $7,744-96.2% | $100+192.4% |