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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BROAD STREET CAPITAL AFVISORS, LLC Service code 27 1550 TIMOTHY RD , SUITE 102 · ATHENS, GA 30606 | Advisory (Plan) | $10,818 |
ASCENSUS LLC1 year Filed as: QUALIFIED PLANS, LLC AN ASCENSUS CO Service code 13 2702 WHATLEY AVE SUITE A-1 · SAVANNAH, GA 31404 | Contract Administrator | $7,470 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,056 | $57,352-47.6% | $83,831-64.1% | $64,173-53.2% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.8pp |
| Annual return | -5.64% | 11.38%-17.0pp | 850.99%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,360 | $2,546-46.6% | $3,631-62.6% | $2,381-42.9% |
| Participant deferral / active EE | $2,027 | $2,993-32.3% | $4,082-50.3% | $3,470-41.6% |
| Admin fee / account holder | $82 | $4,046-98.0% | $5,479-98.5% | $4,887-98.3% |