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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $920,031 |
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 14 · EIN 65-0498809 3715 NORTHSIDE PKWAY, STE 2-495 · ATLANTA, GA 30327 | Plan Administrator | $105,150 |
DENNIS G. JENKINS, CPA,LLC3+ years Filed as: DENNIS G.JENKINS,CPA,LLC Service code 10 · EIN 21-5886120 1690 STON VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $40,253 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $40,000 |
BHA CONSULTING3+ years Filed as: BHA CONSULTING SERVICES, LLC Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS RD · SUWANEE, GA 30024 | Pension Consulting | $6,716 |
ARNOLD & KADJAN1 year Filed as: ARNOLD GOLDEN GGREGORY LLP Service code 29 · EIN 59-1423485 171 17TH ST. STE 170 · ATLANTA, GA 30363 | Legal | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,159 | $59,184+57.4% | $92,240+1.0% | $177,276-47.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 15.61% | 15.88%-0.3pp | 176.29%-160.7pp | 21.25%-5.6pp |
| Employer contribution / active EE | $4,457 | $2,985+49.3% | $3,680+21.1% | $2,479+79.8% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $240 | $98+144.0% | $5,194-95.4% | $154+55.8% |