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: VANGUARD FIDELITY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $179,124 |
SMITH & HOWARD, PC1 year Filed as: SMITH GAMBRELL & RUSSESS Service code 29 · EIN 58-0967450 250 N. LAURA ST, STE 2600 · JACKSOMVILLE, FL 32202 | Legal | $43,061 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIM Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $21,088 |
BHA CONSULTING4+ years Filed as: BHA CONSULTING SERVICES Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Pension Consulting | $11,104 |
DENNIS G. JENKINS, CPA,LLC4+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, BLDG 500 · KENNESAW, GA 30152 | Accounting | $10,050 |
INVESTMENT PERFORMANCE SERVICES4+ 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.)
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 | $66,688 | $66,650+0.1% | $92,915-28.2% | $67,582-1.3% |
| Participation rate | 98.3% | 72.5%+25.8pp | 76.0%+22.3pp | 71.3%+27.0pp |
| Annual return | 5.79% | 92.64%-86.8pp | 109.45%-103.7pp | 378.57%-372.8pp |
| Employer contribution / active EE | $3,813 | $2,777+37.3% | $3,653+4.4% | $2,148+77.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $374 | $199+87.8% | $5,796-93.5% | $142+162.8% |