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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $898,529 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 14 · EIN 65-0498809 3715 NORTHSIDE DR STE 2-495 · ATLANTA, GA 30327 | Plan Administrator | $105,150 |
ARNOLD & KADJAN1 year Filed as: ARNOLD GOLDEN GREGORY, LLC Service code 29 · EIN 59-1423485 171 17TH ST, STE 170 · ATLANTA, GA 30363 | Legal | $86,636 |
Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $49,900 |
Filed as: INVESTMENT PERFORMANCE SEVICES Service code 27 · EIN 58-2432390 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $40,000 |
BHA CONSULTING1 year Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS RD · SUWANEE, GA 30024 | Pension Consulting | $6,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,690 | $57,255+39.2% | $83,831-4.9% | $68,904+15.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | -4.67% | -0.34%-4.3pp | 850.99%-855.7pp | 1.07%-5.7pp |
| Employer contribution / active EE | $4,191 | $3,341+25.5% | $3,631+15.4% | $2,540+65.0% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $209 | $103+102.2% | $5,479-96.2% | $71+193.3% |