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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $1,030,862 |
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 | $85,582 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $40,000 |
DENNIS G. JENKINS, CPA,LLC2 years Service code 10 · EIN 20-5886120 1690 STONE VIILAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $33,358 |
BHA CONSULTING2 years Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS RD · SUWANEE, GA 30024 | Pension Consulting | $9,168 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,643 | $78,226+15.9% | $92,916-2.4% | $82,204+10.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 20.53% | 19.33%+1.2pp | 109.45%-88.9pp | 26.31%-5.8pp |
| Employer contribution / active EE | $4,406 | $3,911+12.7% | $3,654+20.6% | $2,707+62.8% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $216 | $119+81.5% | $5,796-96.3% | $76+185.9% |