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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICE, L.L Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $75,092 |
ATLANTA CAPITAL MANAGEMENT7+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 68 · EIN 58-2236910 1075 PEACHTREE STREET NE, STE 2100 · ATLANTA, GA 30309 | Securities brokerage commissions and ... | $57,098 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $47,715 |
Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $43,249 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $41,829 |
KRISTINE B. GUILLOT4 years Service code 30 · EIN 72-6057089 8111 TOM DRIVE · BATON ROUGE, LA 70815 | Employee (plan) | $41,217 |
BENESYS, INC.7+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182079 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $37,597 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 2727 PACES FERRY ROAD SE, BUILDING · ATLANTA, GA 30339 | Actuarial | $36,628 |
GOLDMAN SACHS2 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 51 · EIN 30-0299433 590 MADISON AVENUE, 31ST FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $34,724 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $30,837 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -12.96% | 38.53%-51.5pp | -3.21%-9.7pp | 2.77%-15.7pp |
| Employer contribution / active EE | $12,089 | $14,659-17.5% | $46,051-73.7% | $15,262-20.8% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |