Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $44,729 |
ADAMS CAPITAL, LLC7 years Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $35,000 |
AGL CPA GROUP, LLC1 year Filed as: AGL CPA GROUP Service code 14 · EIN 47-1077462 2905 PREMIERE PARKWAY · DULUTH, GA 30097 | Plan Administrator | $26,450 |
TROUTMAN SANDERS LLP5 years Filed as: TROUTMAN PEPPER, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $14,496 |
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 | $215,038 | $66,486+223.4% | $81,370+164.3% | $77,762+176.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 18.08% | 15.95%+2.1pp | 24.85%-6.8pp | 31.27%-13.2pp |
| Employer contribution / active EE | $6,660 | $2,158+208.7% | $2,464+170.3% | $2,728+144.1% |
| Participant deferral / active EE | $0 | $3,677-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $818 | $586+39.7% | $5,749-85.8% | $433+89.0% |