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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VANGUARD FIDELITY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $211,009 |
BHA CONSULTING1+ years Filed as: BHA CONSULTING SERVICES Service code 16 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Consulting | $15,733 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 10 · EIN 65-0498809 8657 BAYPINE RD, BLDG 5, STE 200 · JACKSONVILLE, FL 32256 | Accounting | $14,000 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $10,353 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS Service code 29 · EIN 45-1444874 3516 COVINGTON HIWAY · DECATUR, GA 30032 | Legal | $8,670 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH-AMERICAN Service code 13 · EIN 95-1702986 100 CRESENT CENTRE PKWAY · TUCKER, GA 30084 | Contract Administrator | $6,512 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $5,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,727 | $57,921-17.6% | $84,753-43.7% | $57,658-17.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.01% | 10.24%-10.2pp | 22.78%-22.8pp | 5.13%-5.1pp |
| Employer contribution / active EE | $2,574 | $2,598-0.9% | $3,574-28.0% | $1,974+30.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $336 | $130+158.8% | $5,333-93.7% | $95+255.0% |