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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $19,208 |
ADAMS CAPITAL, LLC8 years Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $17,500 |
AGL CPA GROUP2 years Service code 14 · EIN 47-1077462 2905 PREMIERE PARKWAY · DULUTH, GA 30097 | Plan Administrator | $14,000 |
TROUTMAN SANDERS LLP6 years Filed as: TROUTMAN PEPPER, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $2,384 |
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 | $207,766 | $140,800+47.6% | $89,340+132.6% | $79,634+160.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.6%+30.4pp | 62.5%+37.5pp |
| Annual return | 3.04% | 17.84%-14.8pp | 20.57%-17.5pp | 36.46%-33.4pp |
| Employer contribution / active EE | $8,098 | $2,021+300.8% | $2,231+263.0% | $2,529+220.2% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,823-100.0% | $3,835-100.0% |
| Admin fee / account holder | $222 | $1,610-86.2% | $6,704-96.7% | $1,002-77.8% |