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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK ASKEW & CO., LLP1+ years Service code 99 · EIN 58-0662558 | Other Fees | $17,500 |
Filed as: INVESTMENT RESEARCH ADVISORY GRP. Service code 14 · EIN 58-1989031 | Plan Administrator | $11,050 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,854 |
ALSTON & BIRD LLP1+ years Service code 14 · EIN 58-0137615 | Plan Administrator | $8,117 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,542 | $57,096+119.9% | $94,229+33.2% | $55,191+127.5% |
| Participation rate | 86.0% | 75.7%+10.3pp | 78.8%+7.2pp | 69.2%+16.9pp |
| Annual return | 0.33% | 159.65%-159.3pp | 10.68%-10.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,056 | $1,708-38.2% | $3,587-70.6% | $1,899-44.4% |
| Participant deferral / active EE | $5,294 | $3,165+67.3% | $4,320+22.5% | $3,046+73.8% |
| Admin fee / account holder | $40 | $89-55.2% | $6,269-99.4% | $91-56.0% |