Retirement plan

NATIONAL ACCOUNT SERVICE COMPANY 401(K) SAVINGS PLAN

Name: NATIONAL ACCOUNT SERVICE COMPANY LLC - NATIONAL ACCOUNT SERVICE COMPANY 401(K) SAVINGS PLAN (2023) Form 5500
Creator: NATIONAL ACCOUNT SERVICE COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ACCOUNT SERVICE COMPANY 401(K) SAVINGS PLAN, NATIONAL ACCOUNT SERVICE COMPANY LLC

NATIONAL ACCOUNT SERVICE COMPANY LLCEIN 58-1767730Plan #002PY 2023

1200 ABERNATHY ROAD, SUITE 1000 - ATLANTA, GA 30328847-881-6566

Other plans on this EIN

1 filing

#001Retirement-$67.4M assets

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed June 9, 1998

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$191.4M

+15.7% from 2022

Total participants

638

+1.1% from 2022

Average account balance

$304,762

+14.9% from 2022

Annual return

17.45%

+35.35 pp from 2022

Benchmarks

See 3,240 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,240 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$212.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$352K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

603

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.92M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$557

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$142,018
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150	Advisory (Plan)	$106,006
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$28,171
WINDHAM BRANNON7 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326	Accounting	$18,254
QDRO CONSULTANTS COMPANY, LLC1 year Service code 16 3071 PEARL ROAD · MEDINA, OH 44256	Consulting	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$294K

$691 / participant

Recordkeeping$142K48.2%
Investment mgmt$134K45.6%
Other / not subdivided$18K6.2%

% of EOY assets

0.154%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WINDHAM BRANNON
Auditor EIN: 581763439
Audit fees: $18,254
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$304,762

$95,274+219.9%

$135,903+124.2%

$74,419+309.5%

Participation rate

97.7%

78.2%+19.5pp

81.9%+15.7pp

70.7%+26.9pp

Annual return

17.45%

32.77%-15.3pp

68.23%-50.8pp

34.38%-16.9pp

Employer contribution / active EE

$16,455

$3,874+324.7%

$4,856+238.8%

$2,637+523.9%

Participant deferral / active EE

$14,720

$7,782+89.2%

$7,758+89.7%

$4,528+225.1%

Admin fee / account holder

$469

$266+76.2%

$10,762-95.6%

$348+34.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$142,018

LPL FINANCIAL8 years

Service code 27

PO BOX 502533 · SAN DIEGO, CA 92150

Advisory (Plan)

$106,006

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$28,171

WINDHAM BRANNON7 years

Filed as: WINDHAM BRANNON, P.C.

Service code 10

3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326

Accounting

$18,254

QDRO CONSULTANTS COMPANY, LLC1 year

Service code 16

3071 PEARL ROAD · MEDINA, OH 44256

Consulting

NATIONAL ACCOUNT SERVICE COMPANY 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ACCOUNT SERVICE COMPANY 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion