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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $1,322,027 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 14 · EIN 65-0498809 3715 NORTHSIDE DR STE 2-495 · ATLANTA, GA 30327 | Plan Administrator | $111,594 |
ARNOLD & KADJAN3 years Filed as: ARNOLD GOLDEN GREGORY LLC Service code 29 · EIN 59-1423485 171 17TH ST STE 170 · ATLANTA, GA 30363 | Legal | $84,458 |
DENNIS G. JENKINS, CPA,LLC4 years Service code 10 · EIN 20-5886120 1690 STONE VIILAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $47,542 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $40,000 |
BHA CONSULTING4 years Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS RD · SUWANEE, GA 30024 | Pension Consulting | $10,096 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,583 | $80,412+41.3% | $109,191+4.0% | $101,555+11.8% |
| Participation rate | 99.2% | 84.4%+14.8pp | 75.9%+23.4pp | 74.5%+24.7pp |
| Annual return | 13.12% | 16.17%-3.1pp | 25.76%-12.6pp | 21.00%-7.9pp |
| Employer contribution / active EE | $4,884 | $3,731+30.9% | $3,723+31.2% | $2,972+64.3% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $268 | $135+98.5% | $6,756-96.0% | $139+92.0% |