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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARNALL GOLDEN GREGORY, LLP Service code 29 · EIN 65-0498809 2010 NW 150TH AVE · ATLANTA, GA 30363 | Legal | $25,165 |
Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $21,000 |
BHA CONSULTING1 year Filed as: HA CONSULTING SERVICES Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Pension Consulting | $9,363 |
DENNIS G. JENKINS, CPA,LLC2+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $8,943 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $7,500 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING SERVICES Service code 16 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Consulting | $0 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS Service code 29 · EIN 45-1444874 3516 COVINGTON HIWAY · DECATUR, GA 30032 | Legal | $0 |
Filed as: VANGUARD FIDELITY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $0 |
Filed as: VANUARD FIDELITY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $0 |
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 | $62,204 | $60,545+2.7% | $92,240-32.6% | $69,631-10.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 12.55% | 19.71%-7.2pp | 176.29%-163.7pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $2,910 | $2,633+10.5% | $3,680-20.9% | $2,032+43.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $357 | $145+146.7% | $5,194-93.1% | $110+223.3% |