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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $1,142,016 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 14 · EIN 65-0498809 3715 NORTHSIDE DR STE 2-495 · ATLANTA, GA 30327 | Plan Administrator | $123,105 |
ARNOLD & KADJAN2 years Filed as: ARNOLD GOLDEN GREGORY LLC Service code 29 · EIN 59-1423485 171 17TH ST STE 170 · ATLANTA, GA 30363 | Legal | $93,270 |
DENNIS G. JENKINS, CPA,LLC3 years Service code 10 · EIN 20-5886120 1690 STONE VIILAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $58,254 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 570 E. YORK ST · SAVANNAH, GA 31401 | 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 | $12,840 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,325 | $73,497+44.7% | $101,275+5.0% | $93,223+14.1% |
| Participation rate | 91.1% | 84.5%+6.5pp | 75.8%+15.3pp | 74.9%+16.2pp |
| Annual return | 13.30% | 11.66%+1.6pp | 46.46%-33.2pp | 19.29%-6.0pp |
| Employer contribution / active EE | $4,268 | $3,600+18.6% | $3,660+16.6% | $2,680+59.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $253 | $121+109.2% | $5,948-95.7% | $79+219.5% |