Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $478,079 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $376,188 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $107,779 |
Filed as: ARNALL GOLDEN GREGORY LLC Service code 29 · EIN 58-0543673 | Legal | $92,270 |
Filed as: DENNIS G. JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 | Accounting | $43,881 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
BHA CONSULTING5 years Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 | Pension Consulting | $17,850 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISORS INC Service code 17 3000 N OCEAN DR 6D · SINGER ISLAND, FL 33404 | Pension Consulting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,201 | $76,774+21.4% | $112,270-17.0% | $77,906+19.6% |
| Participation rate | 96.2% | 80.2%+16.0pp | 75.1%+21.1pp | 73.7%+22.5pp |
| Annual return | -16.27% | -10.25%-6.0pp | 27.49%-43.8pp | 12.16%-28.4pp |
| Employer contribution / active EE | $6,670 | $3,977+67.7% | $3,635+83.5% | $2,846+134.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $197 | $239-17.4% | $6,411-96.9% | $133+48.8% |