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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $868,942 |
NATIONAL EMPLOYEE BENEFIT ADMIN2+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 14 · EIN 65-0498809 3715 NORTHSIDE PKWAY, STE 2-495 · ATLANTA, GA 30327 | Plan Administrator | $102,950 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER HUDSON RAINER & DOBBS Service code 29 · EIN 59-1423485 285 PEACHTREE CENTER AVE · ATLANTA, GA 30303 | Legal | $78,817 |
DENNIS G. JENKINS, CPA,LLC2+ years Filed as: DENNIS G.JENKINS,CPA,LLC Service code 10 · EIN 21-5886120 1690 STON VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $48,390 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $40,000 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING SERVICES, LLC Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS RD · SUWANEE, GA 30024 | Pension Consulting | $9,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,607 | $50,626+67.1% | $84,753-0.2% | $65,292+29.6% |
| Participation rate | 90.4% | 89.2%+1.2pp | 76.6%+13.8pp | 72.4%+17.9pp |
| Annual return | 7.03% | 5.34%+1.7pp | 22.78%-15.7pp | 11.84%-4.8pp |
| Employer contribution / active EE | $3,916 | $3,033+29.1% | $3,574+9.6% | $2,302+70.1% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $243 | $97+151.0% | $5,333-95.5% | $57+323.1% |