Filed June 11, 2019
| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL Service code 21 · EIN 58-2236910 | Bank Trustee | $469,790 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: WESTFIELD CAPITAL Service code 21 | Bank Trustee | $379,795 |
DANA INVESTMENT ADVISORS6+ years Filed as: DANA INVESTMENTS Service code 21 | Bank Trustee | $252,563 |
VULCAN VALUE PARTNERS6+ years Filed as: VULCAN VALUE Service code 21 | Bank Trustee | $242,336 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE Service code 21 · EIN 36-1753930 | Bank Trustee | $171,488 |
SUNTRUST BANKS, INC.6+ years Filed as: STERLING CAPITAL Service code 21 | Bank Trustee | $163,442 |
REGIONS BANK6+ years Service code 26 · EIN 63-0935103 | Advisory (Participants) | $93,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,319 | $108,617-3.0% | $108,421-2.9% | $93,010+13.2% |
| Participation rate | 92.1% | 83.1%+9.0pp | 80.1%+11.9pp | 73.9%+18.2pp |
| Annual return | 26.34% | 21.63%+4.7pp | 905.61%-879.3pp | 158.70%-132.4pp |
| Employer contribution / active EE | $7,941 | $3,249+144.4% | $3,560+123.1% | $2,705+193.5% |
| Participant deferral / active EE | $6,479 | $7,885-17.8% | $6,564-1.3% | $4,561+42.1% |
| Admin fee / account holder | $454 | $94+385.8% | $7,298-93.8% | $152+199.6% |