Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VANUARD FIDELITY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $130,392 |
Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $21,000 |
DENNIS G. JENKINS, CPA,LLC3+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $15,562 |
Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 50 N. LAURA ST, STE 2600 · JACKSONVILLE, FL 32202 | Legal | $12,803 |
Filed as: ARNALL GOLDEN GREGORY, LLC Service code 29 · EIN 65-0498809 2010 NW 150TH AVE · ATLANTA, GA 30363 | Legal | $11,418 |
BHA CONSULTING3+ years Filed as: BHA CONSULTING SERVICES Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Pension Consulting | $10,604 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,343 | $56,443+17.5% | $83,831-20.9% | $55,725+19.1% |
| Participation rate | 84.1% | 72.0%+12.0pp | 76.1%+7.9pp | 70.9%+13.2pp |
| Annual return | 7.79% | 393.67%-385.9pp | 850.99%-843.2pp | 244.93%-237.1pp |
| Employer contribution / active EE | $2,713 | $2,682+1.2% | $3,631-25.3% | $2,078+30.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $300 | $156+92.2% | $5,479-94.5% | $115+160.7% |