Filed November 25, 2003 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0645641 | Actuarial | $130,059 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 27 · EIN 58-2236910 | Advisory (Plan) | $78,444 |
WHITNEY NATIONAL BANK5+ years Service code 21 · EIN 64-0169065 | Bank Trustee | $60,649 |
CLEARVIEW GROUP1 year Filed as: CLEARVIEW Service code 27 1438 W. PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $32,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.3%-47.3pp |
| Annual return | 14.17% | 16.84%-2.7pp | 16.32%-2.1pp | 12.16%+2.0pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |