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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $519,932 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $344,888 |
ARNALL GOLDEN GREGORY LLP2 years Filed as: ARNALL GOLDEN GREGORY LLC Service code 29 · EIN 58-0543673 | Legal | $123,204 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $107,779 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $32,392 |
BHA CONSULTING6 years Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 | Pension Consulting | $10,769 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G. JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 | Accounting | $5,497 |
BRENTWOOD ASSET ADVISORS2 years Filed as: BRENTWOOD ASSET ADVISORS INC Service code 17 · EIN 59-3718394 | Pension Consulting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,181 | $88,479+15.5% | $96,543+5.8% | $80,187+27.4% |
| Participation rate | 98.4% | 79.9%+18.5pp | 74.3%+24.1pp | 72.9%+25.5pp |
| Annual return | 17.07% | 22.53%-5.5pp | 35.75%-18.7pp | 40.40%-23.3pp |
| Employer contribution / active EE | $7,293 | $4,177+74.6% | $3,741+95.0% | $2,980+144.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $190 | $211-9.9% | $6,737-97.2% | $145+31.4% |