Filed June 11, 2019
| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL Service code 21 · EIN 58-2236910 | Bank Trustee | $305,409 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL Service code 21 | Bank Trustee | $223,752 |
DANA INVESTMENT ADVISORS5+ years Filed as: DANA INVESTMENTS Service code 21 | Bank Trustee | $191,559 |
VULCAN VALUE PARTNERS5+ years Filed as: VULCAN VALUE Service code 21 | Bank Trustee | $167,679 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE Service code 21 · EIN 36-1753930 | Bank Trustee | $144,635 |
SUNTRUST BANKS, INC.5+ years Filed as: STERLING CAPITAL Service code 21 | Bank Trustee | $132,650 |
REGIONS BANK5+ years Service code 26 · EIN 63-0935103 | Advisory (Participants) | $94,244 |
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 | $75,963 | $102,389-25.8% | $100,540-24.4% | $90,274-15.9% |
| Participation rate | 95.8% | 84.0%+11.7pp | 79.4%+16.4pp | 73.4%+22.4pp |
| Annual return | 3.70% | 22.50%-18.8pp | 30.90%-27.2pp | 53.97%-50.3pp |
| Employer contribution / active EE | $2,749 | $3,056-10.1% | $3,419-19.6% | $2,523+8.9% |
| Participant deferral / active EE | $5,951 | $7,514-20.8% | $6,272-5.1% | $4,231+40.7% |
| Admin fee / account holder | $295 | $83+254.9% | $8,082-96.3% | $114+159.1% |