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| Provider | Service type | Compensation |
|---|---|---|
JENKINS & ASSOCIATES5+ years Service code 13 · EIN 58-1596154 P. O. BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,900 |
ARNALL GOLDEN GREGORY LLP4 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $10,204 |
Service code 27 · EIN 58-1645832 570 EAST YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $7,400 |
DENNIS G. JENKINS, CPA,LLC4 years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN STE 501 · KENNESAW, GA 30152 | Accounting | $6,500 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 360 INTERESTATE NORTH PKWAY,STE 500 · ATLANTA, GA 30339 | Securities Custodian | $3,300 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,847 | $69,383-68.5% | $101,275-78.4% | $73,497-70.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 2.53% | 18.46%-15.9pp | 46.48%-44.0pp | 28.51%-26.0pp |
| Employer contribution / active EE | $3,021 | $2,628+14.9% | $3,660-17.5% | $2,270+33.1% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $266 | $704-62.3% | $5,948-95.5% | $513-48.2% |