Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $93,756 |
Filed as: BUCKHEAD CAPITAL MANAGEMENT Service code 27 · EIN 58-2552872 | Advisory (Plan) | $50,220 |
Filed as: FIDUCIARY VEST LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $30,000 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $18,200 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 4.50% | 16.52%-12.0pp | 14.20%-9.7pp | 17.84%-13.3pp |
| Employer contribution / active EE | $5,371 | $13,798-61.1% | $27,968-80.8% | $14,688-63.4% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |