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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 | $145,980 |
Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 250 N. LAURA ST, STE 2600 · JACKSOMVILLE, FL 32202 | Legal | $22,148 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIM Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $21,884 |
DENNIS G. JENKINS, CPA,LLC6+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, BLDG 500 · KENNESAW, GA 30152 | Accounting | $9,495 |
BHA CONSULTING6+ years Filed as: BHA CONSULTING SERVICES Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Pension Consulting | $8,700 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $4,500 |
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 | $86,930 | $78,275+11.1% | $109,173-20.4% | $86,821+0.1% |
| Participation rate | 98.6% | 73.8%+24.8pp | 75.9%+22.7pp | 72.3%+26.3pp |
| Annual return | 26.78% | 19.14%+7.6pp | 25.75%+1.0pp | 97.94%-71.2pp |
| Employer contribution / active EE | $4,527 | $3,105+45.8% | $3,723+21.6% | $2,406+88.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $313 | $198+57.9% | $6,755-95.4% | $170+84.8% |