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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $612,408 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $352,854 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $107,779 |
ARNALL GOLDEN GREGORY LLP3 years Filed as: ARNALL GOLDEN GREGORY LLC Service code 29 · EIN 58-0543673 | Legal | $104,986 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $39,053 |
BHA CONSULTING7 years Filed as: BHA CONSULTING SERVICES LLC Service code 17 · EIN 26-1384808 | Pension Consulting | $5,690 |
BRENTWOOD ASSET ADVISORS3 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 | $108,712 | $86,936+25.0% | $102,437+6.1% | $99,313+9.5% |
| Participation rate | 98.6% | 81.7%+17.0pp | 74.5%+24.1pp | 71.7%+26.9pp |
| Annual return | 12.23% | 14.99%-2.8pp | 24.95%-12.7pp | 17.67%-5.4pp |
| Employer contribution / active EE | $8,473 | $3,925+115.8% | $3,871+118.9% | $3,264+159.6% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $188 | $140+34.3% | $8,388-97.8% | $109+72.6% |