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 | $149,821 |
Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 250 N. LAURA ST, STE 2600 · JACKSOMVILLE, FL 32202 | Legal | $24,213 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIM Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $21,525 |
BHA CONSULTING5+ years Filed as: BHA CONSULTING SERVICES Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Pension Consulting | $9,884 |
DENNIS G. JENKINS, CPA,LLC5+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, BLDG 500 · KENNESAW, GA 30152 | Accounting | $8,950 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $7,500 |
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 | $69,779 | $91,517-23.8% | $101,275-31.1% | $73,412-4.9% |
| Participation rate | 97.3% | 73.8%+23.5pp | 75.8%+21.5pp | 72.2%+25.2pp |
| Annual return | 3.99% | 17.17%-13.2pp | 46.48%-42.5pp | 59.30%-55.3pp |
| Employer contribution / active EE | $3,959 | $2,877+37.6% | $3,660+8.2% | $2,234+77.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $297 | $216+37.8% | $5,948-95.0% | $158+88.4% |